Krempa Associates Inc
State-registered
Insurance-Affiliated · Boutique (under $100M)
CRD 122284
· Fountainville, PA
· WWW.KREMPA.COM
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ADV data as of Aug 17, 2022
- Regulatory AUM
- $75.0M
- Discretionary
- $0
- Clients
- 50
- Avg AUM / client
- $1.5M
- Accounts
- 50
- Employees
- 6
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 50 | $75.0M | 100.0% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Albert Charles Krempa | Registered representative | Chartered Financial Consultant | Mar 1997 (29y) | |
| William Thomas Krempa | Registered representative | CFP | Mar 1998 (28y) | |
| A Charles Krempa | Registered representative | Oct 2002 (24y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 08/17/2022 | 1.01 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Pension consulting services
- • Selection of other advisers
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Aug 17, 2022.
View current Form ADV (SEC/IAPD) ↗