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Krug, David M. (Purchase)


Krug, David M. is a multi-state adviser based in Purchase. It manages $25.5 million of regulatory assets for 14 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdiction of New York.

Krug, David M provides financial planning services, portfolio management for individuals and small businesses, and pension consulting services. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Krug, David M: assets under management

The assets under management (AUM) of Krug, David M. is $25.5 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -2% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $25.5 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.82 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Krug, David M. for their services and products based on a percentage of assets under management, hourly charges, and commissions. 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 Purchase

The principal office where Krug, David M. performs its advisory services is located at 86 Park Lane, Purchase, NY 10577, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 914-997-1406 or by fax 914-761-2719. The normal business hours are 9-5 on Monday - Friday.


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