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Building 2M. KRAUS & COMPANY

Map pinSHELBURNE, VT
Phone802-985-2620
NotebookSEC #801-52060
Total AUM
$559.3M
Employees
5
Clients
228

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4076 SHELBURNE ROAD
BUILDING A, SUITE 7-C
SHELBURNE
VT 05482
United States
Operating Hours
M-TH:9:00AM TO 5:00PM; F: 9:00AM TO 4:00PM
Monday - Friday
Phone
802-985-2620

ReceiptFinancials

Total AUM
$559.3M
Accounts
483
Discretionary
$517.9M
Accounts
471
Non-Discretionary
$41.4M
Accounts
12

ContactClients

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Individual Clients
88
AUM
$24.1M
HNW Individual Clients
131
AUM
$518.3M
Charitable Organization Clients
5
AUM
$16.6M
Corporation or Business Clients
4
AUM
$203.2K

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CTFLMANENHNJNYTXVT

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

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