Lawrence A Krause & Associates,Inc. is a large advisory firm based in San Bruno. It manages $45 million of regulatory assets for 45 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of California.
Lawrence A Krause & Associates provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Lawrence A Krause & Associates,Inc. is $45 million. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Lawrence A Krause & Associates,Inc. for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and performance-based fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Lawrence Allen Krause has been acting as President since 1 Oct 1998. John Kenneth Durden joined the executive team most recently as the Chief Compliance Officer.
The principal office where Lawrence A Krause & Associates,Inc. performs its advisory services is located at 1001 Bay Hill Drive, San Bruno, CA 94066, which is also the mailing address of the firm. An additional office of the firm is in Larkspur, CA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 650-266-8000 or by fax 650-266-8050. The normal business hours are 8:30am - 5:30pm on Monday - Friday.