B
$11.5M Total AUM
$11.5M Disc. AUM
-- 3Y CAGR
1 Employees
16 ADV. Clients
32 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-16-1994
- Office Locations
- 1
Office Locations
-- Mohnton PA
About Bert Riddell Cramer, Investment Adviser
Bert Riddell Cramer, Investment Adviser is a Mohnton-based RIA. The firm has been operating for 32 years. Managing $11.5M in total assets under management, with 1 advisory representatives.
Team overview
-- AVG AGE
$11.5M AVG AUM / ADVISOR
$721.3K AVG AUM / CLIENT
1.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
32yrs Firm Age
Insights
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
B
BERT RIDDELL CRAMER
Financial Advisor, General Partner, Owner
- CRD
- #4583963
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $11,540,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $11,540,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available U.S. Government/Agency:
Available Corporate - Investment Grade:
Available Corporate - Non-Investment Grade:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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