Bruce A. Kraig Associates

Bruce A. Kraig Associates (CRD# 118032) is a financial advisory firm headquartered in , . They manage $38,638,355 in 42 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    39
    MILLION
  • Total Number of Accounts
    42
    ACCOUNTS
  • Average Account Value
    $919,961
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

PA

Financial Advisors at Bruce A. Kraig Associates
Showing 1 - 2 of 2 top financial advisors.
1
Tamara L. Kraig
CRD#: 2720542
West Chester, PA
96
Wealthminder
score

Tamara Kraig (CRD# 2720542) is an Investment Advisor Representative working at Bruce A. Kraig Associates in West Chester, PA and has over 20 years of experience in the finance industry. Tamara Kraig has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Bruce A. Kraig
CRD#: 4583290
West Chester, PA
90
Wealthminder
score

Bruce Kraig (CRD# 4583290) is an Investment Advisor Representative working at Bruce A. Kraig Associates in West Chester, PA and has 1 year of experience in the finance industry. Bruce Kraig has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.