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Pamela Krueger AND Company, Inc.

Pamela Krueger AND Company, Inc.. CRD 174001

P

CRD: 174001

Pamela Krueger AND Company, Inc.

Austin, TX
5126802016
www.pamelakrueger.com
$18.0M Total AUM
$18.0M Disc. AUM
-- 3Y CAGR
1 Employees
40 ADV. Clients
11 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail
Platforms
Insight quantum
Established Date
11-01-2014
Office Locations
1

Office Locations

-- Austin TX

About Pamela Krueger AND Company, Inc.

Pamela Krueger and Company, Inc. is an Austin, TX registered investment adviser serving retail clients with financial planning and ongoing portfolio/asset management, including divorce, tax, and insurance planning. Portfolios use ETFs as a core vehicle alongside cash and U.S. government/agency bonds, with custody through Charles Schwab.

Team overview

71 AVG AGE
$18.0M AVG AUM / ADVISOR
$450.0K AVG AUM / CLIENT
11.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
11yrs Firm Age

Insights

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Asset Classes

Summit unison

Investment Themes

Pioneer meridian Capital Value

Investment Vehicles

Glacier

Services

Wave atlas Matrix Ember peak Glacier Atlas bridge

Technology

Peak eagle

Owner & Executives

PAMELA MATLOCK KRUEGER

PAMELA MATLOCK KRUEGER

Chief Compliance Officer, Investment Advisor Representative, President

CRD
#1082846
Ownership
75% or more
(584) 856-9921
catalyst.alpha@unisoncapital.com
in linkedin.com/in/vital-peak
P

PRESTON CHARLES KRUEGER

Chief Investment Officer, DIRECTOR, President

CRD
--
Ownership
Less than 5%
(691) 512-1865
prime.capital@pathwaycapital.com
in linkedin.com/in/bridge-legacy

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $18,000,000 --
Non-Discretionary $0 --
Total $18,000,000 --

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Separately Managed Accounts

Total SMA Asset: $18,000,000

$18.0M Total SMA
Equity - Exchange:
30.9%
Cash:
28.0%
Corporate - Investment Grade:
14.2%
U.S. Government/Agency:
26.9%
Asset class Assets Assets %
Equity - Exchange $1,313,653,176 30.9%
Cash $1,190,365,337 28.0%
Corporate - Investment Grade $603,685,278 14.2%
U.S. Government/Agency $1,143,600,985 26.9%
Total $4,251,304,776 100.0%

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