Klein & Krambeer, LLC (Beverly Hills)

Klein & Krambeer, LLC is a large advisory firm based in Beverly Hills. It manages $45.38 million of regulatory assets for 45 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdiction of California.

Klein & Krambeer provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Klein & Krambeer: assets under management

The assets under management (AUM) of Klein & Krambeer, LLC is $45.38 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $45.38 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.01 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Klein & Krambeer, LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Klein & Krambeer, LLC

Klein & Krambeer, LLC is owned by Jeffrey Michael Cain. John Michael Krambeer joined the executive team most recently as the Member.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
John Michael Krambeer	Member	1 Oct 2003	25% - 50%	1938468
Michael Gary Klein	Member	1 Oct 2003	25% - 50%	1305600
Jeffrey Michael Cain	Owner	1 Oct 2003	Other	2887093

Based in Beverly Hills

The principal office where Klein & Krambeer, LLC performs its advisory services is located at 9595 Wilshire Blvd. Suite 1001, Beverly Hills, CA 90212, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.