Kroeger Financial Partners

EST. AUM
$111,051,159

CONTACTS

CLIENT ACCOUNTS
344

Firm Details

Metro area Sacramento
CRD Number 175113
Website kroegerfinancial.com
Client types

Overview

Kroeger Financial Partners is an independent, fee-only registered investment adviser based in Grass Valley, California. The firm traces its origins to Karen Kroeger’s tax practice founded in 1982 and now provides discretionary investment management, comprehensive financial planning, tax-aware portfolio construction, quarterly rebalancing, annual portfolio reviews, and hourly consulting. Its reported regulatory AUM is approximately $102.2 million across 111 clients.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Kroeger Financial Partners

Platform Details

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