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KROEGER FINANCIAL PARTNERS
CRD 175113
12430 NEVADA CITY HIGHWAY, GRASS VALLEY, CA, 95945, United States
Phone
530-478-9734
Fax
530-478-9764
Registration
— (—)
Source
State registered
Total AUM
$102.2M
Discretionary AUM
$101.7M
Team
2 total employees; 2 advisory reps; 10 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2026-05-21
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 66 | $29.6M |
| High net worth individuals | 34 | $72.6M |
| Corporations/business entities | 1 | $50K |
All web addresses on file
Official SEC filing: View on IAPD