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Building 2KLEINHENZ & ASSOCIATES, LTD.

Map pin
Phone216-321-0889
NotebookSEC #801-112556
Total AUM
$173.8M
Employees
3
Clients
93

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8:30AM-5:00PM
Monday - Friday
Phone
216-321-0889

ReceiptFinancials

Total AUM
$173.8M
Accounts
206
Discretionary
$173.8M
Accounts
206
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
23
AUM
$8.6M
HNW Individual Clients
65
AUM
$159.6M
Charitable Organization Clients
5
AUM
$5.6M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ILOH

HandshakeAffiliates

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

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