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KRUSE ASSET MANAGEMENT, LLC
CHICAGO, IL
312-775-6000
SEC #801-131004Total AUM
$146.2M
Employees
2Clients
197Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
216 S JEFFERSON STREET
SUITE 302
CHICAGO
IL 60661-5743
United States
SUITE 302
CHICAGO
IL 60661-5743
United States
Operating Hours
9:00 A.M. - 5:00 P.M.
Monday - Friday
Monday - Friday
Phone
312-775-6000
Financials
Total AUM
$146.2M
Accounts
519Discretionary
$121.1M
Accounts
444Non-Discretionary
$25.1M
Accounts
75
Clients
Individual Clients
152AUM
$38.4M
HNW Individual Clients
35AUM
$104.8M
Banking Clients
1AUM
$0
Investment Company Clients
2AUM
$3M
Pension/Profit Sharing Plan Clients
1AUM
$0
Charitable Organization Clients
1AUM
$0
Government Entity Clients
1AUM
$0
Investment Advisor Clients
1AUM
$0
Insurance Company Clients
1AUM
$0
Sovereign Wealth Fund Clients
1AUM
$0
Corporation or Business Clients
1AUM
$0
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementMarket TimingPooled Vehicle Portfolio ManagementPublications
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Percentage AUMCharges Performance-Based
Compliance
Disclosures
None reported
State Registrations
CAFLILTXVA
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.