LP Profile

Ketron Financial

Also known as ketron financial

Wealth ManagerNovato, United States
$384M
Assets Under Management
Novato
Headquarters
Investment Focus

About Ketron Financial

Ketron Financial is a wealth management firm based in Novato, United States. It manages approximately $384 million in assets. The firm states that its mission is quality lives through intelligent, informed financial and lifetime planning decisions. It serves clients through financial advice and life planning, money management and financial advocacy, and provides educational content on topics such as Social Security and retirement accounts.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Ketron Financial from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$384.0M
Total Clients
733
Filing Date
May 12, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to Ketron Financial across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is Ketron Financial?

Ketron Financial is a wealth manager based in Novato, United States, managing approximately $384M in assets.

Where is Ketron Financial headquartered?

Ketron Financial is headquartered in Novato, United States.

How much does Ketron Financial manage?

Ketron Financial manages approximately $384M in assets under management.

How can I contact Ketron Financial?

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