4076 Shelburne Road
Building A, Suite 7-C
Shelburne, Vermont 05482
Tel: 802-985-2620
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.
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 |
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 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$35,941,367,795 | 8 | 43 | |
$17,319,756,035 | 119 | 42 | |
$3,688,455,226 | 1684 | 37 | |
$2,124,751,345 | 11558 | 450 | |
$1,723,412,484 | 2649 | 23 |
Explore More Retirement Advisors in Shelburne, Vermont