Kramer Fiduciary

Finance · Pennsylvania, United States · 1-10 Employees

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Overview

Headquarters

1500 Ardmore Blvd Ste 205, Pittsburgh, P...

Phone Number

(412) 351-2150

Revenue

<$5 Million

Industry

Finance Business Services Securities Trading Project Management Accounting for Legal Practices
ZI Rank: 1
Signal Type
Feb
Mar
Apr
May
Jun
Jul
ZI Rank
2
1
1
1
1
1

About Kramer Fiduciary

Kramer Fiduciary Services is a boutique financial services firm based in Pittsburgh, PA, specializing in tax and accounting, investment services, personal financial planning, retirement plan administration, estate and trust administration, and business consulting. The firm aims to grow clients' wealth while minimizing taxes, leveraging extensive experience and technical skills to provide superior service. They prioritize independent and objective advice by operating solely on a fee-for-service model without selling products. Their commitment is to serve clients with the highest regard for their individual goals and needs.Explore more
Kramer Fiduciary's Social MediaPopular SearchesKramer FiduciaryKramer Fiduciary ServicesKramer Fiducary ServicesKramer Fiduciary ServiceKramer Fiduciary SvcSIC Code 62,628NAICS Code 52,523Show more

Kramer Fiduciary Org Chart

PhoneEmail
AG
United States flag for contact location.

Senior Manager, Tax

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CK
United States flag for contact location.

Manager

Flame icon indicating likelihood to engage via phone.PhoneFlame icon indicating likelihood to engage via email.Email
CK
United States flag for contact location.

Manager, Tax

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Kramer Fiduciary

<$5M
1-10
Private
-
-
AG
Ashly GloverSenior Manager, Tax
<$5M
11-50
Private
<$5M
2005
AG
Aleen GordonFinancial Planning Assistant
<$5M
1-10
Private
-
2000
<$5M
1-10
Private
<$5M
2013
KC
Keri CordovaWealth Planner
<$5M
1-10
Private
-
-
DM
David MarkleCpa Financial Advisor
<$5M
1-10
Private
-
-
OP
Olivia PapaFinancial Professional
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Kramer Fiduciary is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Kramer Fiduciary is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Kramer Fiduciary.

Kramer Fiduciary Tech Stack

A closer look at the technologies used by Kramer Fiduciary

Top Finance Companies

Frequently Asked Questions Regarding Kramer Fiduciary

What is Kramer Fiduciary's official website?
Kramer Fiduciary's official website is www.kramerfiduciary.com
What is Kramer Fiduciary's Revenue?
Kramer Fiduciary's revenue is <$5 Million
What is Kramer Fiduciary's SIC code?
Kramer Fiduciary's SIC: 62,628
What is Kramer Fiduciary's NAICS code?
Kramer Fiduciary's NAICS: 52,523
How many employees does Kramer Fiduciary have?
Kramer Fiduciary has 1-10 employees
What industry does Kramer Fiduciary belong to?
Kramer Fiduciary is in the industry of: Finance, Business Services, Securities Trading
What is Kramer Fiduciary competition?
Kramer Fiduciary top competitors include: Fountainhead Wealth, Markle Wealth Management, Strategic Income Group, Purtill Financial
What technology does Kramer Fiduciary use?
Some of the popular technologies that Kramer Fiduciary uses are: Sentry, Microsoft 365, F5 BIG-IP Platform, Sectigo
How do I contact Kramer Fiduciary?
Kramer Fiduciary contact info: Phone number: (412) 351-2150 Website: www.kramerfiduciary.com
What does Kramer Fiduciary do?

Kramer Fiduciary Services is a boutique financial services firm based in Pittsburgh, PA, specializing in tax and accounting, investment services, personal financial planning, retirement plan administration, estate and trust administration, and business consulting. The firm aims to grow clients' wealth while minimizing taxes, leveraging extensive ex... perience and technical skills to provide superior service. They prioritize independent and objective advice by operating solely on a fee-for-service model without selling products. Their commitment is to serve clients with the highest regard for their individual goals and needs.Read More

What are Kramer Fiduciary social media links?
Kramer Fiduciary Linkedin page
Is Kramer Fiduciary a public company?
Kramer Fiduciary is private company therefore does not currently have an official ticker symbol
See more information about Kramer Fiduciary

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