Kruse Asset Management, LLC

Kruse Asset Management, LLC (CRD# 143204) is a financial advisory firm headquartered in Chicago, IL. They manage $93,500,000 in 401 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
216 S Jefferson Street, Suite 302, Chicago, IL 60661
http://www.kruseassetmanagement.com
By the Numbers
  • Total Assets Under Management
    94
    MILLION
  • Total Number of Accounts
    401
    ACCOUNTS
  • Average Account Value
    $233,167
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Market timing services
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

IL, TX

Financial Advisors at Kruse Asset Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
John Brick, financial advisor Chicago IL
John M. Brick
CRD#: 5103747
216 S Jefferson Street, Suite 302, Chicago, IL 60661

John Brick (CRD# 5103747) is an Investment Advisor Representative working at Kruse Asset Management, LLC in Chicago, IL and has over 8 years of experience in the finance industry.

2
Joseph Kruse, financial advisor Chicago IL
Joseph S. Kruse
CRD#: 4024265
216 S Jefferson Street, Suite 302, Chicago, IL 60661

Joseph Kruse (CRD# 4024265) is an Investment Advisor Representative working at Kruse Asset Management, LLC in Chicago, IL and has over 24 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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