K
$102.2M Total AUM
$101.7M Disc. AUM
-- 3Y CAGR
2 Employees
111 ADV. Clients
11 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Matrix primeUnison +more
- Established Date
- 01-01-2015
- Office Locations
- 1
Office Locations
12430 Nevada City Highway Grass Valley CA
About Kroeger Financial Partners
Kroeger Financial Partners (Kroeger Financial) is a fee-only financial services firm in business since 1982, serving retail and institutional clients, including entrepreneurs. The firm provides financial planning and portfolio management with asset allocation and risk management, using mutual funds and ETFs, and custodies assets at Charles Schwab.
Team overview
45 AVG AGE
$51.1M AVG AUM / ADVISOR
$920.7K AVG AUM / CLIENT
8.8 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
11yrs Firm Age
Insights
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Asset Classes
Bridge glacier Vector fusion
Client Personas
Insight matrix
CRM
Delta Crest
Custodian
Meridian optima Radial oak
Investment Themes
Frontier Vertex peak Foundation pioneer
Investment Vehicles
Ember
Platform
Eagle focus Matrix
Services
Crest frontier Signal ember Timber matrix Insight Signal eagle Insight vertex Momentum Summit
Technology
Fusion summit Atlas Insight Legacy Capital alpha Delta
Owner & Executives
K
KAREN A KROEGER
Investment Advisor Representative
- CRD
- #4705932
- Ownership
- 50% but less than 75%
(292) 593-5653
focus.legacy@frontiercapital.com
in linkedin.com/in/element-alpha
O
ORION KROEGER
Investment Advisor Representative, President
- CRD
- #6418164
- Ownership
- 50% but less than 75%
(624) 565-7447
frontier.focus@embercapital.com
in linkedin.com/in/wave-delta
F
Focus bridge
Glacier peak foundation
- CRD
- #45554
- Ownership
- 20.6%
(892) 214-2678
alpha.beacon@timbercapital.com
in linkedin.com/in/vertex-zenith
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $101,673,981 | -- |
| Non-Discretionary | $529,001 | -- |
| Total | $102,202,982 | -- |
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Separately Managed Accounts
Total SMA Asset: $102,202,982
Public Funds:
38.4% Equity - Exchange:
29.1% Cash:
32.5% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $3,316,600,646 | 38.4% |
| Equity - Exchange | $2,513,361,427 | 29.1% |
| Cash | $2,807,018,775 | 32.5% |
| Total | $8,636,980,848 | 100.0% |