CRD: 282747
Kropog Financial Group, LLC
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- Custodian
- LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-28-2016
- Office Locations
- 1
Office Locations
About Kropog Financial Group, LLC
Kropog Financial Group, LLC provides financial planning and asset management for individuals and business owners, including retirement plan and estate planning support plus insurance and 529 plan guidance. Portfolios use mutual funds and ETFs and may incorporate annuities and real estate exposure. Custodied through LPL Financial.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
RYAN CHRISTOPHER KROPOG
Chief Executive Officer, Financial Advisor, General Partner, President
- CRD
- #5210567
- Ownership
- 75% or more
CALVIN J FOSTER-BILLIOT
Chief Compliance Officer, CHIEF OPERATING OFFICER
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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JAMES JOHN KROPOG JR
--
- CRD
- #1114321
Christopher Cole Rodriguez
Financial Advisor
- CRD
- #7422081
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $152,554,573 | $294,507 |
| Non-Discretionary | $7,939,024 | $1,984,756 |
| Total | $160,493,597 | $307,459 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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