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K R FINANCIAL LLC
CRD 111282 · SEC 801-55930
NJ, United States
Phone
609-924-2500
Fax
609-924-4125
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$90.7M
Discretionary AUM
$90.7M
Team
2 total employees; 2 advisory reps
Clients
11-25
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 25 | $70.2M |
States served
NJ, NY, FL
All web addresses on file
Official SEC filing: View on IAPD