Philip
Kruger

Alliancebernstein L.P

CRD#6217554
Investment Advisor
in Houston, TX

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About this Advisor

Philip Kruger is a financial advisor who works in Houston, Texas, with 5 years of relevant experience. Kruger is currently employed by Alliancebernstein L.P. During their career, Kruger has held roles at J.P.Morgan Securities LLC, Jpmorgan Chase Bank Na, Texas A&M University and Alliancebernstein. Kruger holds Series 63 and Series 66 licenses, designating them as a securities agent, and is able to work in Colorado, Florida and Texas. Alliancebernstein L.P is a registered investment business that has its headquarters in Nashville, TN. The company has offices in 50 locations and a total of 4,134 advisors. It manages $582 billion in total assets between its 58,634 accounts, placing it among the largest firms in the country by assets under management. The firm serves 1,441 charities and foundations. Of its 58,634 client accounts, 84% belong to high-net-worth clients who have at least $1 million in assets. Alliancebernstein L.P provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers, publication of newsletters and other services. Financial advisory fees usually depend on which services are offered. Fee types charged by Alliancebernstein L.P likely are comprised of asset-based, fixed, commission-based and performance-based fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

5 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection of other advisers, Publication of periodicals or newsletters, Other

Fee Structure

Percentage of Assets, Subscription Fees, Fixed Fees, Commissions, Performance-based Fees

Office Location

1000 Louisiana Street Suite 3600
Houston, TX 77002

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Alliancebernstein L.P Brokerage Details

Total Assets Under Management

$582,388,000,000

TX Average: $730,596,643
Total Number of Employees

4,134

TX Average: 15
Total Number of Accounts

58,634

TX Average: 968
Average Account Size

$9,932,599

TX Average: $754,749

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Other

Philip Kruger Work History

Philip has been registered as a financial advisor for 5 years.*

2014 - Present (10 years)

Alliancebernstein

2013 - 2014 (1 year)

J.P.Morgan Securities LLC

2013 - 2014 (1 year)

Jpmorgan Chase Bank Na

2008 - 2013 (5 years)

Texas A&M University

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Philip Kruger to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Alliancebernstein L.P

Matthew Mclaughlin
Chicago, IL
Winston Justice
Nashville, TN
David Oxley
Philadelphia, PA
Joseph Krofcheck
New York, NY
Christina Rincon
Chicago, IL
Ryan Smith
New York, NY
Logan Marshall
Nashville, TN
Richard Murray
New York, NY

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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