A complete list of active advisors currently associated with Krueger Asset Management, LLC
Warmer can help you find a great advisor at Krueger Asset Management, LLC or one who fits your needs even better.
Krueger Asset Management, LLC is a fee-only registered investment adviser that provides wealth management services combining discretionary investment management and financial planning. The firm also offers project-based financial planning, specialized 1031 Exchange and Delaware Statutory Trust (DST) consulting, and educational seminars for groups. The firm’s investment process emphasizes asset allocation and a bottom-up “Select Value” equity approach that seeks companies described in the brochure as “Fortress Enterprises” and “Shareholder Yield” opportunities, and it uses a mix of active and passive vehicles across equities and fixed income. Clients grant limited discretionary trading authority, and the firm provides quarterly written performance and holdings reports and conducts institutional‑grade due diligence for DST consulting engagements. Noteworthy features compared with peers include a relatively small asset base (about $2.02 million across 15 client relationships) and the firm’s combination of retail and institutional portfolio management. The brochure also discloses that the firm advertises performance results publicly and runs educational workshops, and that it structures certain consulting and seminar work on an hourly or project basis rather than solely on an asset-based fee.
To learn more about the advisors currently working at Krueger Asset Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Rogers, AR
| 1
|
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