How does CRAMER & RAUCHEGGER, INC. help clients – Key Takeaways:
CRAMER & RAUCHEGGER, INC. is a financial advisory firm that provides expert services to clients in need of financial guidance. The following are key takeaways on how CRAMER & RAUCHEGGER, INC. helps its clients:
- Offers personalized financial strategies based on individual needs and goals
- Provides comprehensive financial planning, including investment management and retirement planning
- Offers ongoing support and monitoring of client portfolios
- Employs a team approach, with each client having a dedicated advisor and support staff
Facts and Insights:
CRAMER & RAUCHEGGER, INC. was founded in 2005 and has been in business for 16 years. It has a total of 25 advisors, and its assets under management (AUM) are currently at $500 million. The firm primarily serves high-net-worth individuals and families, as well as small businesses and institutions.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Total Advisors | AUM |
|---|---|---|
| 2005 | 25 | $500 million |
Financial Services Offered:
CRAMER & RAUCHEGGER, INC. offers a range of financial services to its clients, including:
- Investment management
- Retirement planning
- Estate planning
- Tax planning and management
- Insurance and risk management
- Education planning
Client Types:
CRAMER & RAUCHEGGER, INC. caters to a variety of clients, including:
- High-net-worth individuals and families
- Small businesses
- Institutions
Fees & Compensation:
CRAMER & RAUCHEGGER, INC. charges fees based on a percentage of AUM, which can vary depending on the services provided and the size of the client’s portfolio. The firm may also receive compensation from third-party products, such as mutual funds, that are recommended to clients.
Background:
The team at CRAMER & RAUCHEGGER, INC. consists of experienced financial advisors who are dedicated to providing personalized and comprehensive financial planning services to their clients. They work closely with clients to understand their unique financial goals and objectives and create tailored strategies to help them achieve those goals.
Financial Advisor Disclosures to Know:
As a registered investment advisor, CRAMER & RAUCHEGGER, INC. is required to disclose potential conflicts of interest and any disciplinary actions taken against the firm or its advisors. These disclosures can be found on the firm’s Form ADV, which is available publicly through the Securities and Exchange Commission (SEC).