Overview
Assets Under Management: $145 million
Headquarters: CLARKSTON, MI
High-Net-Worth Clients: 55
Average Client Assets: $1.8 million
Frequently Asked Questions
DANIEL KRUG & ASSOCIATES is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #298532), DANIEL KRUG & ASSOCIATES is subject to fiduciary duty under federal law.
DANIEL KRUG & ASSOCIATES is headquartered in CLARKSTON, MI.
DANIEL KRUG & ASSOCIATES serves 55 high-net-worth clients according to their SEC filing dated March 25, 2026. View client details ↓
According to their SEC Form ADV, DANIEL KRUG & ASSOCIATES offers financial planning, portfolio management for individuals, selection of other advisors, and educational seminars and workshops. View all service details ↓
DANIEL KRUG & ASSOCIATES manages $145 million in client assets according to their SEC filing dated March 25, 2026.
According to their SEC Form ADV, DANIEL KRUG & ASSOCIATES serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 55
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 69.65%
Average Client Assets: $1.8 million
Total Client Accounts: 1,128
Discretionary Accounts: 1,128
Regulatory Filings
CRD Number: 298532
Filing ID: 2053675
Last Filing Date: 2026-03-25 16:44:33