KRAL FINANCIAL ADVISORS, LLC
Adviser information for KRAL FINANCIAL ADVISORS, LLC last updated from Form ADV on March 15th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Michigan, United States |
Employees
| Total Number of Employees | 1 |
|---|---|
| Investment Advisory/Research | 1 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 1 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 336 | $184.3M |
| Non-Discretionary | 42 | $15.4M |
| Total | 378 | $199.7M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | <5 | $2.0M |
| HNW Individuals | 55 | $197.7M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 51-100 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPension consulting servicesCONSULTATION SERVICES |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Identifiers
| SEC RIA File Number | 801-66245 |
|---|---|
| SEC ERA File Number | 801-66245 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 138959 |
| Legal Entity Identifier | None |
Principal Office
11999 FOX RIDGE DRIVEPLYMOUTH
MI
United States
Monday - Friday, 8:30 - 5:00 ET
Tel: (734) 354-9720, Fax: (734) 354-9370
Chief Compliance Officer
KEVIN T. KRAL
PRESIDENT AND CHIEF COMPLIANCE OFFICER
11999 FOX RIDGE DRIVE
PLYMOUTH
MI
United States
Tel:
(734) 354-9720
Fax:
(734) 354-9730
K*********@****************M
(Full email address available in API data)
Industry Affiliates
| KEVIN KRAL & ASSOCIATES, PLLC | Accountant or accounting firm |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| KRAL, KEVIN, THOMAS | Individual | – | PRESIDENT AND CHIEF COMPLIANCE OFFICER | 02/2006 | > 75% |