Falists
← Back to search

KRANE FINANCIAL SOLUTIONS

KRANE FINANCIAL SOLUTIONS, LLC

CRD 153594 · SEC 801-71344

Visit website

24007 VENTURA BLVD, SUITE 250, CALABASAS, CA, 91302, United States

Phone

310-989-0934

Fax

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$295.0M

Discretionary AUM

$185.5M

Team

4 total employees; 2 advisory reps; 23 broker-dealer reps

Clients

11-25

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-10

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Educational seminars

Client types

TypeClientsAUM
Individuals102$47.1M
High net worth individuals65$204.3M
Pension/profit sharing plans7$6.7M
Charitable organizations2$4.1M
Corporations/business entities2$2.7M

States served

CA, IL, LA, NY, TX

All web addresses on file

Official SEC filing: View on IAPD