K
CRD: 138959
Kral Financial Advisors, LLC
Plymouth, MI
7343549720
$247.4M Total AUM
$234.7M Disc. AUM
11.9% 3Y CAGR
1 Employees
55 ADV. Clients
20 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-17-2006
- Office Locations
- 1
Office Locations
-- Plymouth MI
About Kral Financial Advisors, LLC
Kral Financial Advisors, LLC is a Plymouth-based RIA. The firm has been operating for 20 years. Managing $247.4M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Business Succession, Charitable Giving, Estate Planning.
Team overview
58 AVG AGE
$247.4M AVG AUM / ADVISOR
$4.5M AVG AUM / CLIENT
16.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
20yrs Firm Age
Insights
See the complete signal summary connected to north.
Open the full profile to inspect shifts in frontier timber.
Request access to benchmark trends tied to wave.
Premium access reveals conviction themes in horizon vital legacy.
Full visibility includes strategy notes for unison pathway.
Premium access reveals conviction themes in north wave timber.
Upgrade to reveal position-level detail across zenith meridian.
Request access to benchmark trends tied to unison momentum.
Client Personas
Fusion
Investment Themes
Pathway Meridian zenith North
Investment Vehicles
Momentum
Platform
Frontier ridge Bridge
Services
Eagle matrix Glacier foundation Bridge Delta Signal Eagle beacon
Owner & Executives
KEVIN THOMAS KRAL
Associate, Chief Compliance Officer, President
- CRD
- #2719340
- Ownership
- 75% or more
(640) 344-4589
peak.bridge@primecapital.com
in linkedin.com/in/capital-focus
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $234,671,800 | $682,185 |
| Non-Discretionary | $12,736,700 | $385,961 |
| Total | $247,408,500 | $656,256 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $247,408,500
Public Funds:
21.8% Cash:
46.4% Equity - Exchange:
31.8% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $219,101,060 | 21.8% |
| Cash | $466,343,541 | 46.4% |
| Equity - Exchange | $319,606,134 | 31.8% |
| Total | $1,005,050,735 | 100.0% |