P
Pamela Krueger and Company, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$18,000,000
Total clients
40
5% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
40
Average account size
$450,000
About
The firm provides discretionary asset management and investment consulting to individual clients, managing approximately $18 million across about 40 client accounts. Services include custom portfolio construction, preparation of an Investment Policy Statement, ongoing monitoring and rebalancing, and periodic performance reporting.
Investment decisions are informed by a combination of fundamental analysis, discounted cash flow models and technical analysis and are implemented across mutual funds, stocks and bonds using both long- and short-term strategies. Accounts are typically managed on a discretionary basis, with regular quarterly and annual reviews and availability for additional consultations as requested by clients.
Distinctive features include operating under the DBA “Womanvest” and accepting clients without a stated account minimum, which may broaden access compared with many peers. The firm recommends Charles Schwab as custodian and discloses receipt of Schwab support products and research, and oversight is centralized with the chief compliance officer conducting the firm’s reviews (performed weekly or as agreed), which consolidates compliance and supervisory duties.
Client services
Portfolio management
Expertise
Wealth management
Demographic focus
Women Professionals
Fee options
Up to 1.0% annually, charged quarterly in arrears
Main office location
Pamela Krueger and Company, Inc.
Austin TX, United States
Number of offices
2
Most active in
Pamela Krueger and Company, Inc. has reported serving >5 clients in these states in the last 12 months.
Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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