Pamela Krueger and Company, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides discretionary asset management and investment consulting to individual clients, managing approximately $18 million across about 40 client accounts. Services include custom portfolio construction, preparation of an Investment Policy Statement, ongoing monitoring and rebalancing, and periodic performance reporting.
Investment decisions are informed by a combination of fundamental analysis, discounted cash flow models and technical analysis and are implemented across mutual funds, stocks and bonds using both long- and short-term strategies. Accounts are typically managed on a discretionary basis, with regular quarterly and annual reviews and availability for additional consultations as requested by clients.
Distinctive features include operating under the DBA “Womanvest” and accepting clients without a stated account minimum, which may broaden access compared with many peers. The firm recommends Charles Schwab as custodian and discloses receipt of Schwab support products and research, and oversight is centralized with the chief compliance officer conducting the firm’s reviews (performed weekly or as agreed), which consolidates compliance and supervisory duties.
Client services
Expertise
Demographic focus
Fee options
Up to 1.0% annually, charged quarterly in arrears
Main office
Austin TX
Advisors at this office
1
Most active in
Texas
Also doing business as
Pamela Krueger And Company, Inc. · Womanvest
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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