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M. KRAUS & COMPANY

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

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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 StatusApproved
Firm CRD#106749
SEC#801-52060
Assets Managed by Firm$523,512,825
No. of Clients486
No. of Advisors5

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 ClientsAUM
Firm Total486$523,512,825
Individuals (other than high net worth individuals)92$33,692,862
High net worth individuals125$474,129,524
Charitable organizations5$15,598,957
Corporations or other businesses4$91,482

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