Krueger & Catalano Capital Partners, LLC is a large advisory firm based in Houston. It manages $235.34 million of regulatory assets for 803 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdictions of Florida, Louisiana, New York, and Texas.
Krueger & Catalano Capital Partners provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Krueger & Catalano Capital Partners, LLC is $235.34 million. The firm's AUM has grown by 148% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Krueger & Catalano Capital Partners, LLC for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, high net worth individuals, and pension and profit sharing plans. The largest group of clients of Krueger & Catalano Capital Partners is high net worth individuals with 87 clients and $180.94 million of assets under management. Among the 4 most similar advisory firms, Krueger & Catalano Capital Partners has the 2nd lowest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $235.34 million for 296 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Krueger & Catalano Capital Partners doesn't advise any private funds.
The company employs 6 people that are either part- or full-time employees. 33 percent of the employees work as investment advisers or researchers. 2 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Krueger & Catalano Capital Partners, LLC performs its advisory services is located at 8401 Westview Drive, Houston, TX 77055, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 713-784-3878 or by fax 713-784-8023. The normal business hours are 9:00am to 5:00pm on Monday - Friday. You can find more information about the New York firm at kruegercatalano.com.