KRANE FINANCIAL SOLUTIONS
KRANE FINANCIAL SOLUTIONS, LLC Legal Name
Adviser information for KRANE FINANCIAL SOLUTIONS last updated from Form ADV on March 18th, 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 | California, United States |
Employees
| Total Number of Employees | 3 |
|---|---|
| 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 | 356 | $117.9M |
| Non-Discretionary | 161 | $102.7M |
| Total | 517 | $220.6M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 189 | $48.6M |
| HNW Individuals | 41 | $135.2M |
| 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 | 6 | $3.4M |
| Charitable organizations | 4 | $5.8M |
| 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 | <5 | $733,292 |
| Other | <5 | $26.9M |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 22 |
| No. of Non-U.S. Clients | 1 |
| No. of Financial Planning Clients | 11-25 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesEducational seminars/workshops |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Identifiers
| SEC RIA File Number | 801-71344 |
|---|---|
| SEC ERA File Number | 801-71344 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 153594 |
| Legal Entity Identifier | None |
Principal Office
24007 VENTURA BLVDSUITE 250
CALABASAS
CA
United States
Monday - Friday, 8AM-5PM
Tel: 310-989-0934, Fax: 888-556-8537
Chief Compliance Officer
JUSTIN D. KRANE
PRESIDENT
24007 VENTURA BLVD.
SUITE 250
CALABASAS
CA
United States
Tel:
310-989-0934
Fax:
888-556-8537
J*****@**************************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| KRANE, JUSTIN, DAVID | Individual | – | MANAGING MEMBER/PRESIDENT/CHIEF COMPLIANCE OFFICER | 04/2010 | > 75% |