|
⚲
|
| KRAL Financial Advisors LLC
✚
|
|
|---|---|
| CRD # | 138959 |
| SEC # | 801-66245 |
| CIK # | |
| AUM | $176.5 MM (2023-03-14) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 734-354-9720 |
| Address | 11999 Fox Ridge Drive Plymouth, MI 48170 |
| Source | [IAPD] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 1.5 |
| (b) Individuals (high net worth individuals) | 61 | 175.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 376 | 176.5 |
| By Discretionary | ||
| Discretionary | 312 | 153.3 |
| Non-Discretionary | 64 | 23.2 |
| Total | 376 | 176.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 176.5 | |
| Total | 376 | 176.5 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Dreher Investment Services Inc
✚
|
TX | 0.2 |
|
Gradient Advisors LLC
✚
|
MN | 0.2 |
|
Hesen & Haslam LLC
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|
CA | 0.2 |
|
Prosperity Advisory Group LLC
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|
NY | 0.2 |
|
Cambridge Financial Group Inc
✚
|
OH | 0.2 |
|
Vermillion & White Wealth Management Group LLC
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|
PA | 0.2 |
|
New Wave Wealth Advisors LLC
✚
|
AR | 0.2 |
|
Visionary Horizons LLC
✚
|
TN | 0.2 |
|
J Hagan Capital Inc
✚
|
KY | 0.2 |
|
Polaris Advisors LLC
✚
|
MA | 0.2 |