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Richard Winthrop Kranz

PORTFOLIO MANAGEMENT, LLC·AUSTIN, Texas
Clean recordPORTFOLIO MANAGEMENT, LLC
500 WEST 2ND STREET, AUSTIN, TX 78701CRD# 1121438Firm CRD# 107129

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Richard Winthrop Kranz · AUSTIN, TX
Registration
CRD #1121438 · PORTFOLIO MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Richard Winthrop Kranz is a registered financial advisor based in AUSTIN, Texas, affiliated with PORTFOLIO MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
PORTFOLIO MANAGEMENT, LLC
PORTFOLIO MANAGEMENT, LLC
AUM
$140M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at PORTFOLIO MANAGEMENT, LLC →
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 1121438
Firm CRD# 107129
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Richard Winthrop Kranz offer?
Richard Winthrop Kranz specializes in Investment Management, Fee-Only Advisory. Contact their office in AUSTIN, Texas for a consultation.
What are Richard Winthrop Kranz's credentials?
Richard Winthrop Kranz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Richard Winthrop Kranz located?
Richard Winthrop Kranz is based in AUSTIN, Texas, working with PORTFOLIO MANAGEMENT, LLC. Their office serves clients in the AUSTIN metropolitan area and surrounding communities.
How does Richard Winthrop Kranz charge for services?
Richard Winthrop Kranz'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 PORTFOLIO MANAGEMENT, LLC?
PORTFOLIO MANAGEMENT, LLC has approximately 3 employees and manages $140M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at PORTFOLIO MANAGEMENT, LLC

Brinley Emma Kranz Ledonne
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Research
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