$31.8M Total AUM
$31.8M Disc. AUM
-- 3Y CAGR
2 Employees
24 ADV. Clients
23 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Vanguard
- Clients
- Retail
- Platforms
- Optima
- Established Date
- 01-04-2003
- Office Locations
- 1
Office Locations
-- West Chester PA
About Bruce A. Kraig Associates
Bruce A. Kraig Associates is a West Chester-based RIA. The firm has been operating for 23 years. Managing $31.8M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS. Services offered include Asset Management, Financial Planning, Portfolio Construction.
Team overview
47 AVG AGE
$15.9M AVG AUM / ADVISOR
$1.3M AVG AUM / CLIENT
15.2 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
23yrs Firm Age
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Client Personas
Zenith catalyst
Investment Themes
Catalyst value
Investment Vehicles
Vector
Services
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Technology
Matrix radial
Owner & Executives
C
CHRISTOPHER LEE KRAIG
GENERAL PARTNER
- CRD
- #3139211
- Ownership
- 50% but less than 75%
(240) 431-7772
crest.insight@embercapital.com
in linkedin.com/in/capital-capital
T
TAMARA LOUISE KRAIG MS.
Chief Compliance Officer, GENERAL PARTNER, Principal
- CRD
- #2720542
- Ownership
- 50% but less than 75%
(722) 607-2673
element.zenith@peakcapital.com
in linkedin.com/in/insight-harbor
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $31,777,797 | $715,640 |
| Non-Discretionary | $0 | -- |
| Total | $31,777,797 | $715,640 |
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Separately Managed Accounts
Total SMA Asset: $31,777,797
Public Funds:
100.0% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $8,889,792,372 | 100.0% |
| Total | $8,889,792,372 | 100.0% |