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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 |
More Retirement Planning firms in Shelburne, Vermont:
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|---|---|---|---|
| $35,941,367,795 | 8 | 43 | |
| $17,319,756,035 | 119 | 42 | |
| $3,688,455,226 | 1684 | 37 | |
| $1,723,412,484 | 2649 | 23 | |
| $1,113,838,194 | 534 | 7 |
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