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Building 2CRAMER & RAUCHEGGER, INC.

Map pinMAITLAND, FL
Phone407-645-4433
NotebookSEC #801-127981
Total AUM
$151.4M
Employees
4
Clients
850

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
800 N. MAITLAND AVENUE
STE. 204
MAITLAND
FL 32751
United States
Operating Hours
8:30AM - 5PM
Monday - Friday
Phone
407-645-4433

ReceiptFinancials

Total AUM
$151.4M
Accounts
1,700
Discretionary
$151.4M
Accounts
1,700
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
755
AUM
$120.8M
HNW Individual Clients
95
AUM
$30.6M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther Services
Other Services
TRUSTEE SERVICES
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
TRUST MANAGEMENT FEE

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLGANCNYSC

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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