Overview
Assets Under Management: $183 million
Headquarters: BRAINTREE, MA
High-Net-Worth Clients: 57
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 57
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 78.22
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 498
Discretionary Accounts: 498
Regulatory Filings
CRD Number: 126869
Last Filing Date: 2025-02-26 00:00:00
Website: https://kraematonia.com