Overview
Assets Under Management: $183 million
Headquarters: BRAINTREE, MA
High-Net-Worth Clients: 57
Average Client Assets: $3 million
Frequently Asked Questions
KRAEMATON INVESTMENT ADVISORS, INC. 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 #126869), KRAEMATON INVESTMENT ADVISORS, INC. is subject to fiduciary duty under federal law.
KRAEMATON INVESTMENT ADVISORS, INC. is headquartered in BRAINTREE, MA.
KRAEMATON INVESTMENT ADVISORS, INC. serves 57 high-net-worth clients according to their SEC filing dated February 26, 2025. View client details ↓
According to their SEC Form ADV, KRAEMATON INVESTMENT ADVISORS, INC. offers financial planning and portfolio management for individuals. View all service details ↓
KRAEMATON INVESTMENT ADVISORS, INC. manages $183 million in client assets according to their SEC filing dated February 26, 2025.
According to their SEC Form ADV, KRAEMATON INVESTMENT ADVISORS, INC. serves high-net-worth individuals. View client details ↓
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