KRH Investments, LLC

RIASEC Registered
Total AUM
$1.3M
Discretionary
$1.3M
100% of AUM
Avg account
$108K
Accounts
12
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
152805
Fee structure
Percentage of AUM, Hourly Charges
Client types
  • Individuals100%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

KRH Investments, LLC is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm serves primarily individual and family clients and small-business owners, delivering financial planning and portfolio management. Its fee model combines a percentage-of-assets-under-management arrangement with the ability to charge hourly fees. Firm disclosures indicate it does not advertise active ESG integration, is not a capital allocator, and does not operate as a multi-state adviser or pension consultant. An accounting professional is listed among its industry affiliations.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 90%, Cash & Cash Equivalents 10%90%
  • Exchange Traded Equities90%
  • Cash & Cash Equivalents10%

Owners & executives

1 of 1
  • Kristopher Hallengren

    Kristopher Hallengren

    Managing Member And Chief Compliance OfficerCRD 5754555

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth