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Carey Falda Kruer

THE RENAISSANCE GROUP LLC·COVINGTON, Kentucky
Clean record13 years registeredTHE RENAISSANCE GROUP LLC
50 E. RIVERCENTER BLVD., COVINGTON, KY 41011CRD# 6214901Firm CRD# 105916

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Carey Falda Kruer · COVINGTON, KY
Registration
CRD #6214901 · THE RENAISSANCE GROUP LLC · 13 years registered
Brand Profile
Not yet started
01

Career History

No current investment adviser registration
Last registered firm: THE RENAISSANCE GROUP LLC
Jun 2013Jan 2017
COVINGTON, KY
02

Registrations & Exams

Registration record
First registered · June 28, 2013
Years registered · 13
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
THE RENAISSANCE GROUP LLC
CRD 105916 · SEC 801-50177
AUM
$2.5B
Regulatory assets under management
Employees
17
1,208 client accounts
Services offered by THE RENAISSANCE GROUP LLC
Per Form ADV
Portfolio management (individuals)
Portfolio management (pooled investments)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
Institutional Investors
Introduction

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05

Frequently Asked Questions

What services does Carey Falda Kruer offer?
Carey Falda Kruer specializes in Investment Management, Wealth Management, Fee-Only Advisory.
What are Carey Falda Kruer's credentials?
Carey Falda Kruer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Carey Falda Kruer located?
Carey Falda Kruer is based in COVINGTON, Kentucky, last registered with THE RENAISSANCE GROUP LLC.
How does Carey Falda Kruer charge for services?
Carey Falda Kruer's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is THE RENAISSANCE GROUP LLC?
THE RENAISSANCE GROUP LLC has approximately 17 employees and manages $2.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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