This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · ETC Brokerage · Fidelity/NFS
- Clients
- Retail
- Platforms
- Optima crestVital fusion
- Established Date
- 08-03-2015
- Office Locations
- 1
Office Locations
About Cramer & Rauchegger, Inc.
Cramer & Rauchegger, Inc. is a Maitland, FL wealth management and financial planning firm focused on helping individuals plan for and live through retirement. The team emphasizes income planning, risk-managed portfolio construction, estate and tax planning, and insurance/annuity strategies, often implemented with ETFs and mutual funds. Co-founder Thomas Michael Rauchegger is the author of “The Retirement Race.”
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
RUSSELL SCOTT CRAMER
Chief Compliance Officer, Financial Advisor, FOUNDER, General Partner
- CRD
- #1350242
- Ownership
- 75% or more
THOMAS MICHAEL RAUCHEGGER
FOUNDER, Investment Advisor
- CRD
- #5156496
- Ownership
- 10% but less than 25%
Showing 2 of 2 owners & executives
Unlock allContacts
ANNE MARIE HUDSON
Director
- CRD
- #2889393
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $151,424,283 | $89,073 |
| Non-Discretionary | $0 | -- |
| Total | $151,424,283 | $89,073 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $151,424,283
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,557,298,188 | 23.0% |
| Equity - Exchange | $2,688,032,089 | 39.7% |
| Cash | $819,274,264 | 12.1% |
| Equity - OTC | $548,439,797 | 8.1% |
| Private Funds | $1,157,817,348 | 17.1% |
| Total | $6,770,861,686 | 100.0% |