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Building 2DANIEL KRUG & ASSOCIATES

Map pinCLARKSTON, MI
Phone248-625-2788
NotebookSEC #801-130573
Total AUM
$145.1M
Employees
7
Clients
192

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
8040 ORTONVILLE RD
SUITE D
CLARKSTON
MI 48348
United States
Operating Hours
8:00 AM TO 4:00 PM
Monday - Friday
Phone
248-625-2788

ReceiptFinancials

Total AUM
$145.1M
Accounts
1,128
Discretionary
$145.1M
Accounts
1,128
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
137
AUM
$44M
HNW Individual Clients
55
AUM
$101.1M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementPublications
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLMITX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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