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Building 2KLEINFELDER CAPITAL, INC.

Map pinCINCINNATI, OH
Phone(513) 808-9700
NotebookSEC #801-111047
Total AUM
$376.6M
Employees
5
Clients
499

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
8050 HOSBROOK ROAD
SUITE 200
CINCINNATI
OH 45236
United States
Operating Hours
9:00AM TO 5:00PM
Monday - Friday
Phone
(513) 808-9700

ReceiptFinancials

Total AUM
$376.6M
Accounts
1,076
Discretionary
$375.8M
Accounts
1,073
Non-Discretionary
$724.2K
Accounts
3

ContactClients

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Individual Clients
269
AUM
$62.2M
HNW Individual Clients
212
AUM
$310M
Pension/Profit Sharing Plan Clients
17
AUM
$4.1M
Corporation or Business Clients
1
AUM
$277.9K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLINKYLAMINHOHPATNTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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