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KRANE FINANCIAL SOLUTIONS
KRANE FINANCIAL SOLUTIONS, LLC
CRD 153594 · SEC 801-71344
24007 VENTURA BLVD, SUITE 250, CALABASAS, CA, 91302, United States
Phone
310-989-0934
Fax
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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
| Type | Clients | AUM |
|---|---|---|
| Individuals | 102 | $47.1M |
| High net worth individuals | 65 | $204.3M |
| Pension/profit sharing plans | 7 | $6.7M |
| Charitable organizations | 2 | $4.1M |
| Corporations/business entities | 2 | $2.7M |
States served
CA, IL, LA, NY, TX
All web addresses on file
Official SEC filing: View on IAPD