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Lee Krasner Group Ltd (Providence)


Lee Krasner Group Ltd is an adviser based in Providence. It manages $42.04 million of regulatory assets for 229 client accounts. It has been registered with the SEC as an adviser since 2001.

Lee Krasner Group provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Lee Krasner Group: assets under management

The assets under management (AUM) of Lee Krasner Group Ltd is $42.04 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -32% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $42.04 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $183.59 thousand each.
Lee Krasner Group has custody of $100 thousand in cash and securities for 1 client in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Lee Krasner Group Ltd for their services and products based on a percentage of assets under management. 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 Providence

The principal office where Lee Krasner Group Ltd performs its advisory services is located at 10 Davol Square, Providence, RI 02903, 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 401-861-0101 or by fax 401-861-0103. The normal business hours are 9am-5pm on Monday - Friday.


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