Krakowiak Frederick Alan is a large advisory firm based in Scottsdale. It manages $37.5 million of regulatory assets for 104 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Arizona.
Krakowiak Frederick Alan provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Krakowiak Frederick Alan is $37.5 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 25% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Krakowiak Frederick Alan 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.
The principal office where Krakowiak Frederick Alan performs its advisory services is located at 8115 E Indian Bend Rd, Scottsdale, AZ 85250, 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 480-889-3732 or by fax 480-889-3733. The normal business hours are 7am - 3pm on Monday - Friday.