Overview
Assets Under Management: $300 million
Headquarters: NOVATO, CA
High-Net-Worth Clients: 85
Average Client Assets: $3 million
Frequently Asked Questions
KETRON FINANCIAL LLC 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 #330807), KETRON FINANCIAL LLC is subject to fiduciary duty under federal law.
KETRON FINANCIAL LLC is headquartered in NOVATO, CA.
KETRON FINANCIAL LLC serves 85 high-net-worth clients according to their SEC filing dated November 18, 2025. View client details ↓
According to their SEC Form ADV, KETRON FINANCIAL LLC offers financial planning and portfolio management for individuals. View all service details ↓
KETRON FINANCIAL LLC manages $300 million in client assets according to their SEC filing dated November 18, 2025.
According to their SEC Form ADV, KETRON FINANCIAL LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 85
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 82.33
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 680
Discretionary Accounts: 680
Regulatory Filings
CRD Number: 330807
Filing ID: 2027878
Last Filing Date: 2025-11-18 13:46:35
Website: 0