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Kraig, Bruce Arthur (West Chester)


Kraig, Bruce Arthur is an adviser based in West Chester. It manages $34.35 million of regulatory assets for 48 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdiction of Pennsylvania.

Kraig, Bruce Arthur provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

Kraig, Bruce Arthur: assets under management

The assets under management (AUM) of Kraig, Bruce Arthur is $34.35 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 15% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $34.35 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $715.64 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Kraig, Bruce Arthur for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in West Chester

The principal office where Kraig, Bruce Arthur performs its advisory services is located at 1650 Fox Crossing, West Chester, PA 19380 6657, 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 610-644-3468 or by fax 610-644-6867. The normal business hours are by appointment only on Monday - Friday.


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