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Building 2KLINGENSTEIN FIELDS ADVISORS

Map pinNEW YORK, NY
Phone212-492-7000
NotebookSEC #801-116774
Total AUM
$0
Employees
7
Clients
63

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
125 PARK AVE
SUITE 1700
NEW YORK
NY 10017-5529
United States
Operating Hours
9:00 TO 5:00
Monday - Friday
Phone
212-492-7000
Other Offices
1

ReceiptFinancials

Total AUM
$0
Accounts
0
Discretionary
$0
Accounts
0
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
5
AUM
$0
HNW Individual Clients
44
AUM
$0
Pension/Profit Sharing Plan Clients
1
AUM
$0
Charitable Organization Clients
13
AUM
$0

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
CONSULTING SERVICES TO NON-PROFIT ORGANIZATIONS
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTNJNYPA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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