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Building 2KRANE FINANCIAL SOLUTIONS

Map pinCALABASAS, CA
Phone310-989-0934
NotebookSEC #801-71344
Total AUM
$295M
Employees
4
Clients
180

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
24007 VENTURA BLVD
SUITE 250
CALABASAS
CA 91302
United States
Operating Hours
8AM-5PM
Monday - Friday
Phone
310-989-0934

ReceiptFinancials

Total AUM
$295M
Accounts
588
Discretionary
$185.5M
Accounts
468
Non-Discretionary
$109.5M
Accounts
120

ContactClients

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Individual Clients
102
AUM
$47.1M
HNW Individual Clients
65
AUM
$204.3M
Pension/Profit Sharing Plan Clients
7
AUM
$6.7M
Charitable Organization Clients
2
AUM
$4.1M
Corporation or Business Clients
2
AUM
$2.7M
Other Clients
2
AUM
$29.9M
Description of Other Clients
BENEFIT TRUSTS; ASSOCIATIONS

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CAILLANYTX

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

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