M. KRAUS & COMPANY

4076 Shelburne Road
Building A, Suite 7-C
Shelburne, Vermont 05482
Tel: 802-985-2620

About M. KRAUS & COMPANY

M KRAUS & COMPANY, formally registered with the SEC as M KRAUS & COMPANY. The firm was established in 05/29/1996. They have over 1 offices throughout the country.

M. KRAUS & COMPANY is a Shelburne, Vermont based Financial Planning firm with nearly $523,512,825 assets under management, offering retirement planning & investment advisory services to 486 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	106749
SEC#	801-52060
Assets Managed by Firm	$523,512,825
No. of Clients	486
No. of Advisors	5

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	486	$523,512,825
Individuals (other than high net worth individuals)	92	$33,692,862
High net worth individuals	125	$474,129,524
Charitable organizations	5	$15,598,957
Corporations or other businesses	4	$91,482

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