Krane Financial Solutions

RIASEC Registered

Total AUM

$295M

Discretionary

$186M

63% of AUM

Avg account

$502K

Accounts

588

Employees

Advisory reps

Firm details

Headquarters: Calabasas, California
CRD number: 153594
Registered since: April 15, 2010
Website: kranefinancialsolutions.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI69.28%
Individuals15.98%
Other10.14%
Pension & Profit Sharing Plans2.28%
Charitable Organizations1.4%
Services: Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Krane Financial Solutions is an independent registered investment adviser organized as an LLC and owned by an individual. The firm is SEC registered (initial registration in 2010) and serves both individual/family clients and institutional relationships. Its advisory work emphasizes financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops. Fee arrangements mix percentage-of-assets, hourly charges, and fixed fees depending on the engagement. The firm does not characterize itself as a capital allocator and is not identified as an active ESG investor. Services appear oriented toward wealth-management and planning for high-net-worth households alongside select institutional mandates.