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KRAFT ASSET MANAGEMENT, LLC

555 Great Circle Road
Nashville, Tennessee 37228
Tel: 615-346-2437

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About KRAFT ASSET MANAGEMENT, LLC

KRAFT ASSET MANAGEMENT, LLC, formally registered with the SEC as KRAFT ASSET MANAGEMENT, LLC. The firm was established in 05/04/2006. They have over 3 offices throughout the country.

KRAFT ASSET MANAGEMENT, LLC is a Nashville, Tennessee based Financial Planning firm with nearly $453,651,668 assets under management, offering retirement planning & investment advisory services to 588 clients. The firm is staffed with 7 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#119139
SEC#801-66686
Assets Managed by Firm$453,651,668
No. of Clients588
No. of Advisors7

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pesnsion consulting services
  • Selection for other advisors

Firm Client Information

No. of ClientsAUM
Firm Total588$453,651,668
Individuals (other than high net worth individuals)101$31,109,028
High net worth individuals124$409,705,166
Pension and profit sharing plans2$6,272,359
Charitable organizations3$1,353,595
Corporations or other businesses2$5,211,520

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