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| Happy Holidays!! thanks for using AUM13F!! |
| Kropog Financial Group LLC
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|---|---|
| CRD # | 282747 |
| SEC # | 801-123679 |
| CIK # | |
| AUM | $142.0 M (2025-02-06) |
| Employees | 7 (57% Investors, 57% Brokers) |
| Phone | 985-727-6724 |
| Address | 2895 Highway 190 Ste 205 Mandeville, LA 70471 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 168 | 53.3 |
| (b) Individuals (high net worth individuals) | 45 | 79.7 |
| (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 | 6.8 |
| (h) Charitable organizations | 0 | 2.1 |
| (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 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 489 | 142.0 |
| By Discretionary | ||
| Discretionary | 485 | 135.2 |
| Non-Discretionary | 4 | 6.8 |
| Total | 489 | 142.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 142.0 | |
| Total | 489 | 142.0 |
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|---|---|---|
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CA | 0.1 |
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Seventwo LLC
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CO | 0.1 |
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Wolfers Asset Management LLC
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0.1 | |
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Hampton Rock Wealth Management I LLC
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TX | 0.1 |
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Fidelis Financial Planning LLC
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MO | 0.1 |
|
PR Wealth Management Group Inc
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IL | 0.1 |
|
One Resource Group Wealth Management LLC
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|
OH | 0.1 |
|
Value Investment Professionals LLC
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|
NY | 0.1 |
|
Greenberg Gary Louis
✚
|
MN | 0.1 |
|
Wacker & Associates Inc
✚
|
MN | 0.1 |