Pamela Krueger and Company, Inc.
Firm details
- Headquarters
- ,
- CRD number
- 174001
- Website
- www.pamelakrueger.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals72.22%
- HNWI27.78%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities80%
- Cash & Cash Equivalents10%
- US Government Bonds5%
- Investment Grade Corp Bonds5%
Owners & executives
1 of 1
Pamela Krueger
President and Chief Investment OfficerCRD 1082846
Contacts
1 of 1Preston Krueger
DirectorCRD 6422222
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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