Krueger Asset Management, LLC
Firm details
- Headquarters
- Rogers, Arkansas
- CRD number
- 335312
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI76.15%
- Individuals23.85%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Krueger Asset Management, LLC is an independent, individually owned registered investment adviser serving primarily individual and family clients. The firm offers financial planning, discretionary portfolio management for individuals and small businesses, and client education through seminars and workshops. Fee arrangements include a percentage-of-AUM option as well as hourly and fixed-fee engagements. The adviser is not positioned as a capital allocator to third-party private funds, does not identify as an active ESG investor, and is not described as a multi-state or newly formed adviser.
Assets & Accounts
Public Holdings
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
- Public Funds/Mutual Funds63%
- Exchange Traded Equities35%
- Cash & Cash Equivalents2%
Owners & executives
1 of 1
Johnathan Krueger
Principal And Chief Compliance OfficerCRD 8029436
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Rogers, AR
Benton
Location
Rogers, AR
Headquartered in Rogers, AR, in the South of the United States.
- Region
- South
- County
- Benton
- Address
- 5001 W Founders Way
- Time zone
- CT (UTC-6)
- Office locations
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