N
CRD: 117862
Norman Kramer Investments, Inc.
Westport, CT, 06880
2033499039
$41.4M Total AUM
$41.4M Disc. AUM
-- 3Y CAGR
1 Employees
36 ADV. Clients
24 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 12-31-2001
- Office Locations
- 1
Office Locations
37 Franklin Street Westport CT
About Norman Kramer Investments, Inc.
Norman Kramer Investments, Inc. is a Westport-based RIA. The firm has been operating for 24 years. Managing $41.4M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS. Services offered include Portfolio Construction.
Team overview
68 AVG AGE
$41.4M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
21.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
24yrs Firm Age
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Investment Vehicles
Ridge
Services
Radial ridge
Owner & Executives
N
NORMAN KONOGY KRAMER
DIRECTOR, President, Secretary, TREASURER
- CRD
- #4485405
- Ownership
- 75% or more
(675) 463-1650
frontier.catalyst@ridgecapital.com
in linkedin.com/in/capital-beacon
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $41,386,010 | -- |
| Non-Discretionary | $0 | -- |
| Total | $41,386,010 | -- |
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Separately Managed Accounts
Total SMA Asset: $41,386,010
Equity - Exchange:
31.9% Cash:
33.6% U.S. Government/Agency:
10.2% Corporate - Investment Grade:
12.3% Public Funds:
12.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $432,396,632 | 31.9% |
| Cash | $455,439,713 | 33.6% |
| U.S. Government/Agency | $138,258,484 | 10.2% |
| Corporate - Investment Grade | $166,723,466 | 12.3% |
| Public Funds | $162,657,040 | 12.0% |
| Total | $1,355,475,335 | 100.0% |