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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-01-2001
- Office Locations
- 1
Office Locations
About KRS TAX & Investments Inc.
KRS Tax & Investments Inc. is a San Jose-based RIA led by CFP®/EA Kenneth R. Symons, providing integrated investment management and tax preparation/planning alongside retirement planning. Portfolios are built around each client’s goals, risk tolerance, and tax situation, emphasizing tax-efficient implementation (including ETF use and tax-loss harvesting) and sustainable themes. As a DFA-approved advisor and long-time fiduciary, the firm delivers planning and portfolio decisions under one roof.
Team overview
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Asset Classes
Fund Managers
Investment Themes
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Owner & Executives
KENNETH ROBERT SYMONS
Director, President
- CRD
- #4953531
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $15,096,141 | -- |
| Non-Discretionary | $0 | -- |
| Total | $15,096,141 | -- |
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Separately Managed Accounts
Total SMA Asset: $15,096,141
| Asset class | Assets | Assets % |
|---|---|---|
| U.S. Government/Agency | $1,666,061,858 | 22.3% |
| Equity - OTC | $642,517,129 | 8.6% |
| Equity - Exchange | $366,085,341 | 4.9% |
| Cash | $1,479,283,623 | 19.8% |
| Corporate - Investment Grade | $657,459,388 | 8.8% |
| Sovereign Bonds | $1,180,438,447 | 15.8% |
| Other | $1,479,283,624 | 19.8% |
| Total | $7,471,129,410 | 100.0% |