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Building 2KLEIN FINANCIAL ADVISORS, INC.

Map pinNEWPORT BEACH, CA
Phone949-477-4990
NotebookSEC #801-121060
Total AUM
$121M
Employees
2
Clients
104

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4299 MACARTHUR BOULEVARD
SUITE 100
NEWPORT BEACH
CA 92660
United States
Operating Hours
BY APPOINTMENT
BY APPOINTMENT
Phone
949-477-4990
Other Offices
1

ReceiptFinancials

Total AUM
$121M
Accounts
286
Discretionary
$119M
Accounts
270
Non-Discretionary
$2M
Accounts
16

ContactClients

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Individual Clients
62
AUM
$21.5M
HNW Individual Clients
41
AUM
$97M
Pension/Profit Sharing Plan Clients
1
AUM
$2.4M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CATX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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