Kramer Asset Management

Kramer Asset Management (CRD# 116493) is a financial advisory firm headquartered in , . They manage $3,767,779 in 47 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    4
    MILLION
  • Total Number of Accounts
    47
    ACCOUNTS
  • Average Account Value
    $80,166
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Market timing services
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.

UT

Financial Advisors at Kramer Asset Management
Showing 1 - 2 of 2 top financial advisors.
1
Barry J. Kramer
CRD#: 2826921
Perry, UT
93
Wealthminder
score

Barry Kramer (CRD# 2826921) is an Investment Advisor Representative working at Kramer Asset Management in Perry, UT and has over 20 years of experience in the finance industry.

2
Heather M. Kramer
CRD#: 5065460
Perry, UT
90
Wealthminder
score

Heather Kramer (CRD# 5065460) is an Investment Advisor Representative working at Kramer Asset Management in Perry, UT and has over 5 years of experience in the finance industry.

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