CRAMER & RAUCHEGGER, INC.

800 N. Maitland Avenue
Ste. 204
Maitland, Florida 32751
Tel: 407-645-4433

About CRAMER & RAUCHEGGER, INC.

CRAMER & RAUCHEGGER, INC, formally registered with the SEC as CRAMER & RAUCHEGGER, INC. The firm was established in 05/17/2023. They have over 1 offices throughout the country.

CRAMER & RAUCHEGGER, INC. is a Maitland, Florida based Financial Planning firm with nearly $164,358,539 assets under management, offering retirement planning & investment advisory services to 469 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	164784
SEC#	801-127981
Assets Managed by Firm	$164,358,539
No. of Clients	469
No. of Advisors	4

Fee Structure

A percentage of AUM
Fixed fees
Other (TRUST MANAGEMENT FEE)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors
Other (TRUSTEE SERVICES)

Firm Client Information

	No. of Clients	AUM
Firm Total	469	$164,358,539
Individuals (other than high net worth individuals)	982	$138,052,123
High net worth individuals	62	$26,306,416

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