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KRANE FINANCIAL SOLUTIONS
23548 Calabasas Rd.
Suite 207
Calabasas, California 91302
Tel: 310-989-0934
About KRANE FINANCIAL SOLUTIONS
KRANE FINANCIAL SOLUTIONS, formally registered with the SEC as KRANE FINANCIAL SOLUTIONS. The firm was established in 04/15/2010. They have over 1 offices throughout the country.
KRANE FINANCIAL SOLUTIONS is a Calabasas, California based Financial Planning firm with nearly $171,744,965 assets under management, offering retirement planning & investment advisory services to 513 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 153594 |
| SEC# | 801-71344 |
| Assets Managed by Firm | $171,744,965 |
| No. of Clients | 513 |
| No. of Advisors | 3 |
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
- Educational Seminars/ Workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 513 | $171,744,965 |
| Individuals (other than high net worth individuals) | 189 | $73,208,422 |
| High net worth individuals | 41 | $67,066,593 |
| Pension and profit sharing plans | 6 | $2,823,543 |
| Charitable organizations | 4 | $4,378,257 |
| Corporations or other businesses | 2 | $116,415 |
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