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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- SummitMomentum +more
- Established Date
- 09-10-2015
- Office Locations
- 1
Office Locations
About Krammer Financial
Krammer Financial is a Redmond, WA RIA led by a CFP professional operating as a fiduciary. The firm partners with clients across life stages to build highly customizable financial plans, stress-testing them to identify and manage risk. Investment implementation centers on asset allocation and portfolio construction using ETFs and fixed income (including municipal bonds), alongside mutual funds/index funds. Custody includes Charles Schwab.
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Owner & Executives
THEODORE JAMES KRAMMER JR
Chief Compliance Officer, Managing Member
- CRD
- #4592363
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $70,862,802 | -- |
| Non-Discretionary | $11,215 | -- |
| Total | $70,874,017 | -- |
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Separately Managed Accounts
Total SMA Asset: $70,874,017
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $164,917,812 | 19.5% |
| Municipal Bonds | $158,151,953 | 18.7% |
| Public Funds | $134,471,447 | 15.9% |
| Other | $49,052,478 | 5.8% |
| Cash | $73,578,716 | 8.7% |
| Equity - OTC | $175,066,601 | 20.7% |
| Private Funds | $90,493,364 | 10.7% |
| Total | $845,732,371 | 100.0% |