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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- CatalystPeak
- Established Date
- 03-03-1997
- Office Locations
- 1
Office Locations
About Krempa Associates Inc.
Krempa Associates Inc. is a Pennsylvania-based retail advisory firm providing financial planning and portfolio construction for individuals, with a focus on business owners and entrepreneurs. The firm emphasizes asset allocation and risk management, using ETFs and mutual funds in managed accounts. Schwab is listed as a custodian, and the site includes a Medicare disclosure reflecting insurance-related offerings.
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Owner & Executives
WILLIAM THOMAS KREMPA
Chief Compliance Officer, TREASURER, Vice President
- CRD
- #2080672
- Ownership
- 25% but less than 50%
A CHARLES KREMPA III
Secretary, Vice President
- CRD
- #2005235
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
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ALBERT CHARLES KREMPA JR
Financial Advisor
- CRD
- #275409
Showing 1 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $75,000,000 | -- |
| Total | $75,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $75,000,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $650,897,110 | 49.0% |
| Public Funds | $677,464,338 | 51.0% |
| Total | $1,328,361,448 | 100.0% |