555 Great Circle Road
Nashville, Tennessee 37228
Tel: 615-346-2437
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.
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 119139 |
| SEC# | 801-66686 |
| Assets Managed by Firm | $453,651,668 |
| No. of Clients | 588 |
| No. of Advisors | 7 |
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 588 | $453,651,668 |
| Individuals (other than high net worth individuals) | 101 | $31,109,028 |
| High net worth individuals | 124 | $409,705,166 |
| Pension and profit sharing plans | 2 | $6,272,359 |
| Charitable organizations | 3 | $1,353,595 |
| Corporations or other businesses | 2 | $5,211,520 |
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $651,482,000,000 | 62140 | 4565 | |
| $14,371,072,726 | 37 | 37 | |
| $13,961,190,744 | 9 | 48 | |
| $12,356,541,464 | 8945 | 236 | |
| $10,409,129,905 | 208 | 42 |
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