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Home > Retirement Planners > florida > maitland > CRAMER & RAUCHEGGER, INC.
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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