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Kriss Investment Group LLC (Sausalito)


Kriss Investment Group LLC is an internet adviser based in Sausalito. It manages $95.53 million of regulatory assets for 23 client accounts. It has been registered with the SEC as an adviser since 2007.

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Kriss Investment Group provides portfolio management for individuals and small businesses, selection of other advisers, and publication of newsletters. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Kriss Investment Group: assets under management

The assets under management (AUM) of Kriss Investment Group LLC is $95.53 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $95.53 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $4.15 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Kriss Investment Group LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Sausalito

The principal office where Kriss Investment Group LLC performs its advisory services is located at 141 Bulkley Avenue, Sausalito, CA 94965 2231 The mailing address of the firm is Box 7775 #20915, San Francisco, CA 94120 7775. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 415-723-9695 or by fax 415-906-2426. The normal business hours are 9 - 5 pm on Other. You can find more information about the New York firm at macroclimate.com.


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