KRS Tax & Investments Inc.
RIASEC Registered
Total AUM
$15.1M
Discretionary
$15.1M
100% of AUM
Avg account
$351K
Accounts
43
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 135453
- Website
- krsinvest.net
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI89.16%
- Individuals10.84%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
KRS Tax & Investments Inc. is a small, privately owned corporate adviser that focuses on managing portfolios for individuals, families and small businesses. The firm is owned by an individual and structures client fees as a percentage of assets under management and occasional hourly charges. Its advisory activity centers on discretionary portfolio management rather than institutional consulting or multi-state asset allocation; the firm is not identified as an active ESG investor.
Assets & Accounts
Investments & Alternatives
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
- US Government Bonds33%
- Non-Exchange Traded Equities22%
- Exchange Traded Equities19%
- Cash & Cash Equivalents12%
- Sovereign Bonds6%
Contacts
1 of 1
Kenneth Symons
PresidentCRD 4953531
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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