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CRAMER & RAUCHEGGER, INC.
CRD 164784 · SEC 801-127981
800 N. MAITLAND AVENUE, STE. 204, MAITLAND, FL, 32751, United States
Phone
407-645-4433
Fax
407-645-5212
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$151.4M
Discretionary AUM
$151.4M
Team
4 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees; TRUST MANAGEMENT FEE
Org form
Corporation
Filing date
2026-02-03
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersTRUSTEE SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 755 | $120.8M |
| High net worth individuals | 95 | $30.6M |
States served
CA, GA, NY, NC, SC, FL
All web addresses on file
Official SEC filing: View on IAPD