Krane Financial Solutions
Krane Financial Solutions (CRD# 153594) is a financial advisory firm headquartered in Calabasas, CA. They manage $220,604,779 in 517 accounts and serve the financial needs of clients across 5 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management221MILLION
-
Total Number of Accounts517ACCOUNTS
-
Average Account Value$426,702
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, IL, LA, NY, TX
Financial Advisors at Krane Financial Solutions
1
Justin Krane (CRD# 2517294) is an Investment Advisor Representative working at Krane Financial Solutions in Calabasas, CA and has over 28 years of experience in the finance industry.
2
Lauren Trumbull (CRD# 7817249) is an Investment Advisor Representative working at Krane Financial Solutions in Calabasas, CA and has 1 year of experience in the finance industry.
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