RIA Intel›Advisers›Washington›KRAMMER FINANCIAL LLC

KRAMMER FINANCIAL LLC

Advisory

WA

Data as of Jun 11, 2026 · Source: SEC Form ADV

Rank in WA

#445

of 505 advisers by AUM

Average account

$549K

across 129 accounts

AUM per adviser

$71M

1 advisers

Source: SEC Form ADV. Figures as filed Jun 11, 2026.

Total AUM

$71M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$71M

Discretionary AUM$71M

Non-Discretionary AUM$11K

Discretionary %100%

Total Clients49

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InMN, TX, WA

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

49 clients

15 high-net-worth

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

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Closest by assets under management. All figures from Form ADV.

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KOENIG STEVEN MARK

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