RIA Intel›Advisers›Wisconsin›KRAMER INVESTMENT SERVICES, LLC

KRAMER INVESTMENT SERVICES, LLC

Advisory

LAKE GENEVA, WI

Data as of Apr 14, 2026 · Source: SEC Form ADV

Rank in WI

#302

of 354 advisers by AUM

Average account

$111K

across 568 accounts

AUM per adviser

$63M

1 advisers

Source: SEC Form ADV. Figures as filed Apr 14, 2026.

Total AUM

$63M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$63M

Discretionary AUM$63M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients507

Team

Total Employees3

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InFL, IL, TX, WI

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

507 clients

The full client-type breakdown and the share of AUM each category represents.

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