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- Custodian
- BNY Mellon · Fidelity/NFS · Goldman Sachs · Morgan Stanley · RBC
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 10-19-1998
- Office Locations
- 1
Office Locations
About K R Financial LLC
Krieger, Ruderman & Co., LLC is a Princeton, NJ-based advisory firm (founded 1984) providing comprehensive personal financial planning and investment management for individuals with substantial assets. Through its “Shared Family Office” approach, it aims to deliver private family office-style coordination without the typical overhead, with portfolios built around asset allocation using ETFs and fixed income, alongside tax and insurance planning.
Team overview
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Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Owner & Executives
WALTER ALAN GILMORE
Chief Compliance Officer
- CRD
- #1996728
- Ownership
- Less than 5%
RICHARD ALAN RUDERMAN
Chief Executive Officer, Owner, President
- CRD
- #1391970
- Ownership
- Less than 5%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $90,735,198 | $1,711,985 |
| Non-Discretionary | $0 | -- |
| Total | $90,735,198 | $1,711,985 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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