Overview
Assets Under Management: $214 million
Headquarters: WEST PALM BEACH, FL
High-Net-Worth Clients: 98
Average Client Assets: $1 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 98
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 47.55
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 133
Discretionary Accounts: 2
Non-Discretionary Accounts: 131
Regulatory Filings
CRD Number: 150754
Last Filing Date: 2025-02-27 00:00:00
Website: https://krusencapital.com