CRD: 298875
Kraft Financial, LLC
Bloomington, IL, 61704
3144644568
$36.0M Total AUM
$36.0M Disc. AUM
-- 3Y CAGR
1 Employees
35 ADV. Clients
7 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-03-2018
- Office Locations
- 1
Office Locations
1701 E Empire St. STE 360 Bloomington IL
About Kraft Financial, LLC
Kraft Financial, LLC is a Bloomington-based RIA. The firm has been operating for 7 years. Managing $36.0M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
60 AVG AGE
$36.0M AVG AUM / ADVISOR
$1.0M AVG AUM / CLIENT
7.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
7yrs Firm Age
Insights
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Asset Classes
Prime frontier
Investment Themes
Ember pioneer
Investment Vehicles
Fusion
Services
Capital peak Quantum Pathway north Summit Momentum oak Optima
Owner & Executives
KATHRYN E KRAFT
Chief Compliance Officer, Insurance Agent, Managing Member
- CRD
- #4642260
- Ownership
- 75% or more
(342) 659-2186
pioneer.crest@eaglecapital.com
in linkedin.com/in/focus-prime
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $36,041,340 | -- |
| Non-Discretionary | $0 | -- |
| Total | $36,041,340 | -- |
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Separately Managed Accounts
Total SMA Asset: $36,041,340
Equity - Exchange:
13.3% Public Funds:
24.8% Cash:
22.5% Corporate - Investment Grade:
6.1% Sovereign Bonds:
22.0% U.S. Government/Agency:
11.3% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $782,033,430 | 13.3% |
| Public Funds | $1,458,227,749 | 24.8% |
| Cash | $1,322,988,885 | 22.5% |
| Corporate - Investment Grade | $358,676,987 | 6.1% |
| Sovereign Bonds | $1,293,589,132 | 22.0% |
| U.S. Government/Agency | $664,434,418 | 11.3% |
| Total | $5,879,950,601 | 100.0% |