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- Custodian
- Altruist ยท Pershing
- Clients
- Retail
- Platforms
- Pathway focusBeacon north +more
- Established Date
- 10-01-2015
- Office Locations
- 1
Office Locations
About Krozel Capital Management, LLC
Krozel Capital Management is a Scottsdale-based RIA with a global team serving an international client base. The firm delivers an integrated offering spanning investment management for U.S.-based accounts, financial planning, and in-house U.S. expat/international tax preparation for professionals abroad, entrepreneurs, and families with global assets. Portfolios are equity/ETF-oriented and can be custodied at Altruist or Pershing.
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Platform
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Technology
Owner & Executives
KAITLIN MICHELE KROZEL
Chief Compliance Officer, MANAGING PRINCIPAL, Owner
- CRD
- #5994466
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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NICHOLAS ALLEN SCHUMACHER
--
- CRD
- #8185986
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $9,533,888 | -- |
| Non-Discretionary | $0 | -- |
| Total | $9,533,888 | -- |
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Separately Managed Accounts
Total SMA Asset: $9,533,888
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $991,495,582 | 50.0% |
| Equity - OTC | $608,778,287 | 30.7% |
| Cash | $382,717,294 | 19.3% |
| Total | $1,982,991,163 | 100.0% |