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Theodore Alfred Krauss

Krauss Whiting Capital Advisors LLC

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About Theodore Alfred Krauss

Theodore Alfred Krauss is a registered Investment Advisor Representative (IAR) with Krauss Whiting Capital Advisors LLC. Theodore Alfred Krauss is also licensed as a Certified Public Accountant in Connecticut. Theodore Alfred Krauss has been in the industry since January 1989. Theodore Alfred Krauss is affiliated with Krauss Whiting CPAS LLP. Theodore Alfred Krauss's primary focus is providing portfolio management for individuals and businesses. Theodore Alfred Krauss is also experienced with selection of other advisors and performance measurement and reporting. Theodore Alfred Krauss holds the Series 65 - Uniform Investment Adviser Law Examination.

Firm Information

Theodore Krauss is currently registered with Krauss Whiting Capital Advisors LLC. Krauss Whiting Capital Advisors LLC is an investment advisor with 2 investment advisor representatives. They provide portfolio management for individuals, businesses, and pooled investment vehicles. The firm also offers selection of other advisors and performance measurement and reporting services. They manage $44,520,379 in assets for 30 clients, including high-net-worth individuals, charitable organizations, and pension and profit-sharing plans.

$44.52M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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performance measurement & reporting

Performance measurement & reporting

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Theodore Krauss’s Registration & Firm History

CT

08/16/1999 - Present

Krauss Whiting Capital Advisors LLC (STAMFORD CT)

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Licenses & Designations

IA

Issued 06/04/1999

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Theodore Alfred Krauss.
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