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| Happy Holidays!! thanks for using AUM13F!! |
| Ketron Financial LLC
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|---|---|
| CRD # | 330807 |
| SEC # | 801-130222 |
| CIK # | |
| AUM | $300.0 M (2025-01-17) |
| Employees | 3 (67% Investors, 67% Brokers) |
| Phone | 415-892-0928 |
| Address | 1500 Grant Ave Ste 238 Novato, CA 94945 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 186 | 53.0 |
| (b) Individuals (high net worth individuals) | 85 | 247.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 680 | 300.0 |
| By Discretionary | ||
| Discretionary | 680 | 300.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 680 | 300.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 300.0 | |
| Total | 680 | 300.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
The Hogan-Knotts Financial Group Inc
✚
|
NJ | 0.3 |
|
Capstone Wealth Management Inc
✚
|
MT | 0.3 |
|
Prepared Retirement Institute LLC
✚
|
PA | 0.3 |
|
Kessler Investment Group LLC
✚
|
IN | 0.3 |
|
DHH Advisors LLC
✚
|
NJ | 0.3 |
|
Yoder Wealth Management Inc
✚
|
CA | 0.3 |
|
EGI Financial Inc
✚
|
OH | 0.3 |
|
Siligmueller & Norvid Wealth Advisors LLC
✚
|
IL | 0.3 |
|
Vestura LLC
✚
|
WI | 0.3 |
|
Addington Financial Group LLC
✚
|
0.3 |