BRUCE A. KRAIG ASSOCIATES
Total AUM
$34.4M
Employees
3Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Monday - Friday
Phone
610-644-3468
Financials
Total AUM
$34.4M
Accounts
48Discretionary
$34.4M
Accounts
48Non-Discretionary
$0
Accounts
0
Clients
None reported
Services
Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
NEGOTIATED RATES BASED ON ESTIMATED PROJECT TIME; 12(B)-1 FEES
Compliance
Disclosures
None reported
State Registrations
PA
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.