RIA · CRD 174001SEC-Registered

Updated:

Pamela Krueger and Company

PAMELA KRUEGER AND COMPANY, INC. is an SEC-registered investment adviser. The firm manages approximately $18 million in regulatory assets. It has 1 employee...

Pamela Krueger and Company

PAMELA KRUEGER AND COMPANY, INC. is an SEC-registered investment adviser. The firm manages approximately $18 million in regulatory assets. It has 1 employee and 1 investment adviser.

General information

Firm type

RIA

Principals

Pamela Krueger

Founder and CEO

Sector focus

Wealth ManagementFinancial Planning

Frequently asked questions

Who runs investment decisions at Pamela Krueger and Company?

Pamela Krueger is the founder and CEO, overseeing the firm's financial planning and investment advisory services. The firm likely delegates portfolio decisions to a small team of advisors, though specific CIO or head of investments is not publicly named.

What services does Pamela Krueger and Company offer?

The firm provides fee-only financial planning, retirement planning, investment management, and tax-aware strategies. It does not sell commission-based products, in line with a fiduciary standard.

Is Pamela Krueger and Company affiliated with any larger institution?

The firm appears to be an independent RIA. Pamela Krueger also co-founded Wealthramp, a platform that matches consumers with fee-only advisors, which is a separate legal entity (per public record).

Does the firm manage pooled investment funds or make direct deals?

No public record indicates the firm manages pooled funds or makes direct private equity or venture capital investments. Its model is client-directed wealth management and financial planning.

What is Pamela Krueger's background?

Pamela Krueger has been cited as a financial literacy advocate and contributor to outlets such as Forbes and Kiplinger. She is also the co-founder of Wealthramp, a platform for fee-only advisor referrals.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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