Kraematon Investment Advisors, Inc.

Kraematon Investment Advisors, Inc. (CRD# 126869) is a financial advisory firm headquartered in Wellesley, MA. They manage $100,887,403 in 411 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    101
    MILLION
  • Total Number of Accounts
    411
    ACCOUNTS
  • Average Account Value
    $245,468
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
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.

CA, CT, FL, MA, ME, NH, TX

Financial Advisors at Kraematon Investment Advisors, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Gregory T. Clinton
CRD#: 2616485
20 Walnut Street, Wellesley, MA 02481
96
Wealthminder
score

Gregory Clinton (CRD# 2616485) is an Investment Advisor Representative working at Kraematon Investment Advisors, Inc. in Wellesley, MA and has over 21 years of experience in the finance industry.

2
Richard M. Sotell
CRD#: 841634
20 Walnut Street, Wellesley, MA 02481
96
Wealthminder
score

Richard Sotell (CRD# 841634) is an Investment Advisor Representative working at Kraematon Investment Advisors, Inc. in Wellesley, MA and has over 18 years of experience in the finance industry. Richard Sotell 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.

3
Jeremy M. Robert
CRD#: 5972311
20 Walnut St, Wellesley, MA 02481
90
Wealthminder
score

Jeremy Robert (CRD# 5972311) is an Investment Advisor Representative working at Kraematon Investment Advisors, Inc. in Wellesley, MA and has over 5 years of experience in the finance industry.

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