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Home > Retirement Planners > louisiana > mandeville > KROPOG FINANCIAL GROUP, LLC
KROPOG FINANCIAL GROUP, LLC
2895 Highway 190 Ste 205
Mandeville, Louisiana 70471
Tel: (985) 727-6724
About KROPOG FINANCIAL GROUP, LLC
KROPOG FINANCIAL GROUP, LLC, formally registered with the SEC as KROPOG FINANCIAL GROUP, LLC. The firm was established in 04/14/2022. They have over 2 offices throughout the country.
KROPOG FINANCIAL GROUP, LLC is a Mandeville, Louisiana based Financial Planning firm with nearly $142,020,204 assets under management, offering retirement planning & investment advisory services to 489 clients. The firm is staffed with 7 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 282747 |
| SEC# | 801-123679 |
| Assets Managed by Firm | $142,020,204 |
| No. of Clients | 489 |
| No. of Advisors | 7 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 489 | $142,020,204 |
| Individuals (other than high net worth individuals) | 168 | $53,277,072 |
| High net worth individuals | 45 | $79,694,340 |
| Pension and profit sharing plans | Fewer than 5 clients | $6,842,956 |
| Charitable organizations | Fewer than 5 clients | $2,105,100 |
| Corporations or other businesses | Fewer than 5 clients | $100,736 |
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|---|---|---|---|
| $18,432,430,824 | 62249 | 570 | |
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