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KRANE FINANCIAL SOLUTIONS
24007 Ventura Blvd
Suite 250
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 $220,604,779 assets under management, offering retirement planning & investment advisory services to 517 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 | $220,604,779 |
| No. of Clients | 517 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 517 | $220,604,779 |
| Individuals (other than high net worth individuals) | 189 | $48,566,813 |
| High net worth individuals | 41 | $135,217,710 |
| Pension and profit sharing plans | 6 | $3,407,162 |
| Charitable organizations | 4 | $5,829,493 |
| Corporations or other businesses | 2 | $733,292 |
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