Krouse Kern Wealth Management, Inc. is an adviser based in Fort Wayne. It manages $35.15 million of regulatory assets for 121 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdiction of Indiana.
Krouse Kern Wealth Management provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, and consulting. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Krouse Kern Wealth Management, Inc. is $35.15 million. The firm's AUM has grown by 12% 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 Krouse Kern Wealth Management, Inc. for their services and products based on a percentage of assets under management and hourly charges. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Krouse Kern Wealth Management, Inc. performs its advisory services is located at 6509 Mutual Drive, Fort Wayne, IN 46825, 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 260-484-9977 or by fax 260-969-3869. The normal business hours are 8:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.kkwealth.com.