E
CRD: 125792
Eric Krone Associates, Inc.
Sunnyside, NY, 11104
2129531104
$22.2M Total AUM
$22.2M Disc. AUM
-- 3Y CAGR
1 Employees
180 ADV. Clients
27 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail
- Platforms
- --
- Established Date
- 11-24-1998
- Office Locations
- 1
Office Locations
52-35 39th AVE Sunnyside NY
About Eric Krone Associates, Inc.
Eric Krone Associates, Inc. is a Sunnyside-based RIA. The firm has been operating for 27 years. Managing $22.2M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and TD Ameritrade. Services offered include Asset Management, Financial Planning.
Team overview
-- AVG AGE
$22.2M AVG AUM / ADVISOR
$123.3K AVG AUM / CLIENT
24.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
27yrs Firm Age
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Services
Meridian Value
Owner & Executives
E
ERIC JAMES KRONE
Director, President
- CRD
- --
- Ownership
- 75% or more
(723) 904-9856
radial.oak@unisoncapital.com
in linkedin.com/in/ember-momentum
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $22,200,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $22,200,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $22,200,000
Equity - OTC:
53.8% Cash:
46.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | $4,086,565,912 | 53.8% |
| Cash | $3,509,281,508 | 46.2% |
| Total | $7,595,847,420 | 100.0% |