Krane Financial Solutions
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
FINTRXOverview
Krane Financial Solutions is an independent, SEC-registered RIA formed in 2010 and organized as an LLC under individual ownership. The firm serves both individual/family and institutional clients and offers financial planning, portfolio management for individuals and small businesses, and educational seminars or workshops. It charges clients via a mix of percentage-of-AUM fees, hourly fees, and fixed fees. Krane is not structured as a capital allocator and does not identify as an active ESG investor or a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds60%
- US Government Bonds19%
- Cash & Cash Equivalents10%
- Exchange Traded Equities7%
- State & Local Bonds4%
Contacts
2 of 2
Lauren Trumbull
AssociateCRD 7817249
Justin Krane
PresidentCRD 2517294
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 37Active vs passive
$143M in ETFs
99%
$142M
1%
$1.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES RUSSELL 1000 GROWTH ETF (IWF) | BlackRock | Passive | Large Growth | $15.6M | 125,835 | 10.90% |
Location
Calabasas, CA
Los Angeles
Location
Calabasas, CA
Headquartered in Calabasas, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Los Angeles
- Address
- 24007 Ventura Blvd
- Time zone
- PT (UTC-8)
- Office locations
Similar firms
Ares Financial Consulting LLC
RIACalabasas, CA
Atala Financial Inc
RIACalabasas, CA
M83 Investment Group, LLC
RIACalabasas, CA
Private Wealth Solutions, LLC
RIACalabasas, CA
Triagen Wealth Management LLC
RIACalabasas, CA
Extract Advisors
RIACalabasas, CA