Overview
Assets Under Management: $193 million
Headquarters: GRAND RAPIDS, MI
High-Net-Worth Clients: 3
Average Client Assets: $48 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 3
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 74.61
Average High-Net-Worth Client Assets: $48 million
Total Client Accounts: 753
Discretionary Accounts: 738
Non-Discretionary Accounts: 15
Regulatory Filings
CRD Number: 168120
Filing ID: 1987375
Last Filing Date: 2025-05-19 11:29:00
Website: https://kroon.us