CRD: 169769
Kramer Investment Services, LLC
$63.0M Total AUM
$63.0M Disc. AUM
-- 3Y CAGR
3 Employees
857 ADV. Clients
12 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Principal
- Clients
- Retail
- Platforms
- Available
- Established Date
- 11-15-2013
- Office Locations
- 1
Office Locations
612 S. Wells Street, Unit G Lake Geneva WI
About Kramer Investment Services, LLC
Kramer Investment Services, LLC is a state-registered RIA in Lake Geneva, WI serving local families and businesses with collaborative financial planning and asset management. Portfolios are delivered via separately managed accounts with an emphasis on transparency; public filings show an ETF-centric approach. Planning may incorporate insurance solutions through its affiliated insurance agency.
Team overview
-- AVG AGE
$63.0M AVG AUM / ADVISOR
$73.5K AVG AUM / CLIENT
12.7 yrs AVG TENURE
3 Employees
1 Advisory Reps
1 RIA Reps
12yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
J
JAMES PAUL KRAMER
Chief Compliance Officer, Investment Advisor
- CRD
- #2053881
- Ownership
- Less than 5%
Available
Available
Available
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
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $63,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $63,000,000 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
Continue browsing