KRUSEN CAPITAL MANAGEMENT, LLC

515 N. Flagler Dr,
Suite 350
West Palm Beach, Florida 33401
Tel: 561-370-7439

About KRUSEN CAPITAL MANAGEMENT, LLC

KRUSEN CAPITAL MANAGEMENT, LLC, formally registered with the SEC as KRUSEN CAPITAL MANAGEMENT, LLC. The firm was established in 07/16/2009. They have over 2 offices throughout the country.

KRUSEN CAPITAL MANAGEMENT, LLC is a West Palm Beach, Florida based Financial Planning firm with nearly $213,601,773 assets under management, offering retirement planning & investment advisory services to 133 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	150754
SEC#	801-70338
Assets Managed by Firm	$213,601,773
No. of Clients	133
No. of Advisors	2

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	133	$213,601,773
High net worth individuals	97	$101,554,175
Charitable organizations	1	$409,170
Corporations or other businesses	31	$56,293,714

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