Pamela Krueger and Company, Inc.

RIASEC Registered
Total AUM
$18M
Discretionary
$18M
100% of AUM
Avg account
$207K
Accounts
87
Employees
1
Advisory reps
2

Firm details

Headquarters
,
CRD number
174001
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • Individuals72.22%
  • HNWI27.78%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Pamela Krueger And Company, Inc. is an independent registered investment adviser organized as a corporation and owned by an individual. The firm provides fee-based portfolio management focused on individuals, families and small-business owners. Its advisory activity is described as portfolio management for individuals and small businesses; it does not identify as an active ESG investor, a capital allocator, or a pension consultant. Fee arrangements are charged as a percentage of assets under management. The firm reports using third-party managers for selected alternative strategies rather than acting as a primary allocator itself. Custody is consolidated with a major custodian (see Assets & Accounts).

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 80%, Cash & Cash Equivalents 10%, US Government Bonds 5%, Investment Grade Corp Bonds 5%80%
  • Exchange Traded Equities80%
  • Cash & Cash Equivalents10%
  • US Government Bonds5%
  • Investment Grade Corp Bonds5%

Owners & executives

1 of 1
  • Pamela Krueger

    Pamela Krueger

    President and Chief Investment OfficerCRD 1082846

Contacts

1 of 1
  • Preston Krueger

    DirectorCRD 6422222

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth