Lawrence A Krause & Associates,Inc. (San Bruno)

Lawrence A Krause & Associates,Inc. is a large advisory firm based in San Bruno. It manages $45 million of regulatory assets for 45 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of California.

Lawrence A Krause & Associates provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

Lawrence A Krause & Associates: assets under management

The assets under management (AUM) of Lawrence A Krause & Associates,Inc. is $45 million. The company doesn't manage any assets belonging to foreign clients.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Lawrence A Krause & Associates,Inc. for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and performance-based fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Lawrence A Krause & Associates,Inc.

Lawrence Allen Krause has been acting as President since 1 Oct 1998. John Kenneth Durden joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Inc. Kw Financial Services	Beneficial owner	1 Apr 1982	75% - 100%	94-2744022
Gisela Irmgard Lake	Registered representative	1 Oct 1997	Other	1121376
Lawrence Allen Krause	President	1 Oct 1998	75% - 100%	275153
John Kenneth Durden	Chief compliance officer	1 Jun 2007	Other	860423

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Lawrence Allen Krause	Owner	1 Apr 1982	75% - 100%	275153

Based in San Bruno

The principal office where Lawrence A Krause & Associates,Inc. performs its advisory services is located at 1001 Bay Hill Drive, San Bruno, CA 94066, which is also the mailing address of the firm. An additional office of the firm is in Larkspur, CA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 650-266-8000 or by fax 650-266-8050. The normal business hours are 8:30am - 5:30pm on Monday - Friday.