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| Kropog Financial Group LLC
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| |
|---|---|
| CRD # | 282747 |
| SEC # | 801-123679 |
| CIK # | |
| AUM | $117.2 MM (2024-07-31) |
| Employees | 6 (67% Investors, 67% Brokers) |
| Phone | 985-727-6724 |
| Address | 2895 Highway 190 Ste 205 Mandeville, LA 70471 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 184 | 34.1 |
| (b) Individuals (high net worth individuals) | 109 | 74.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 5.6 |
| (h) Charitable organizations | 0 | 1.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 1.7 |
| (n) Other | 0 | 0.0 |
| Total | 460 | 117.2 |
| By Discretionary | ||
| Discretionary | 456 | 111.6 |
| Non-Discretionary | 4 | 5.6 |
| Total | 460 | 117.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 117.2 | |
| Total | 460 | 117.2 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
RMR Wealth Management
✚
|
NY | 0.1 |
|
Sea Hunter Capital LLC
✚
|
FL | 0.1 |
|
Silicon Private Wealth LLC
✚
|
CA | 0.1 |
|
Laguna Wealth Advisors LLC
✚
|
CA | 0.1 |
|
Alpha Capital Advisors Inc
✚
|
ME | 0.1 |
|
TRU Independence Asset Management 2
✚
|
OR | 0.1 |
|
Desert Rose Capital Management Inc
✚
|
ID | 0.1 |
|
Retirement Income Strategies LLC
✚
|
WI | 0.1 |
|
Bright Investments LLC
✚
|
AL | 0.1 |
|
Riverchase Wealth Management LLC
✚
|
TX | 0.1 |