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KRANE FINANCIAL SOLUTIONS

CALABASAS, CA · CRD 153594 · IAPD ↗ · kranefinancialsolutions.com · 310-989-0934

$295.0MRegulatory AUM
2Advisory reps
4Employees
23Clients
11-25Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
April 2024 — KRANE FINANCIAL SOLUTIONS reported RAUM up 28% ($171.7M -> $220.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.