Kr Financial Services, Inc. (Hollywood)

Name: Kr Financial Services, Inc.
Address: 4000 Hollywood Boulevard, Hollywood, FL, 33021 6754
Telephone: 954-919-5737

Kr Financial Services, Inc. is a large advisory firm based in Hollywood. It manages $306.96 million of regulatory assets for 848 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdictions of Florida, Georgia, Louisiana, Nebraska, and New York.

Kr Financial Services provides financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and third party administrator fees. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Kr Financial Services: assets under management

The assets under management (AUM) of Kr Financial Services, Inc. is $306.96 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 730% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $306.96 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $361.99 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Kr Financial Services, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed 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 Kr Financial Services, Inc.

Kr Financial Services, Inc. is owned by Dana Mark Kaufman. Jeffrey Bruce Koch has been acting as President since 1 Apr 1996. Sanford Bernard Horwitz joined the executive team most recently as the Director.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Jeffrey Bruce Koch	President/director	1 Apr 1996	25% - 50%	2779737
Bernard Jay Schinder	Vice president/director	1 Apr 1996	Other	2779732
Dana Mark Kaufman	Owner	1 Jan 2000	Other	4662031
Aaron Gerald Reiss	Owner	1 Jan 2000	Other	4662036
Jack Neil Rosenberg	Owner	1 Jan 2000	Other	4662037
Michael Jeffrey Roth	Owner	1 Jan 2000	Other	4662038
Donald Francis Bellantoni	Owner	1 Jan 2000	Other	4693874
Bernard Jay Schinder	Chief compliance officer	1 Oct 2004	Other	2779732
P.A. Goldstein Schechter Koch Price Lucas Horwitz & Co.	Owner	1 Mar 2008	75% - 100%	65-0209137
P.A. Goldstein Schechter Koch	Owner	1 Mar 2008	75% - 100%	65-0209137
Sanford Bernard Horwitz	Director	1 Jan 2015	Other	3159244
Maria Mas Blet	Ceo	1 Jan 2015	Other	5893018

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Jeffrey Bruce Koch	Partner	1 Jan 2008	Other	2779737

Based in Hollywood

The principal office where Kr Financial Services, Inc. performs its advisory services is located at 4000 Hollywood Boulevard, Hollywood, FL 33021 6754, which is also the mailing address of the firm. An additional office of the firm is in Coral Gables, FL. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 954-919-5737 or by fax 954-962-1021. The normal business hours are 9:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at krfinancialservices.com.