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Lori V Krumrei

KRUMREI & ROSS, INC.·MORAGA, California
Clean record15 years registeredKRUMREI & ROSS, INC.
1600 SCHOOL ST #101, MORAGA, CA 94556CRD# 1222472Firm CRD# 106136

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Lori V Krumrei · MORAGA, CA
Registration
CRD #1222472 · KRUMREI & ROSS, INC. · 15 years registered
Brand Profile
Not yet started
01

Career History

No current investment adviser registration
Last registered firm: KRUMREI & ROSS, INC.
KRUMREI & ROSS, INC.
Mar 2011 – Dec 2019
MORAGA, CA
02

Registrations & Exams

Registration record
First registered · March 9, 2011
Years registered · 15
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
KRUMREI & ROSS, INC.
CRD 106136 · SEC 801-18897
AUM
$122M
Regulatory assets under management
Employees
3
184 client accounts
Services offered by KRUMREI & ROSS, INC.
Per Form ADV
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
View all advisors at KRUMREI & ROSS, INC. →
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05

Frequently Asked Questions

What services does Lori V Krumrei offer?
Lori V Krumrei specializes in Investment Management.
What are Lori V Krumrei's credentials?
Lori V Krumrei is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Lori V Krumrei located?
Lori V Krumrei is based in MORAGA, California, last registered with KRUMREI & ROSS, INC..
How does Lori V Krumrei charge for services?
Lori V Krumrei's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is KRUMREI & ROSS, INC.?
KRUMREI & ROSS, INC. has approximately 3 employees and manages $122M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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