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KLINGENSTEIN FIELDS ADVISORS
NEW YORK, NY
212-492-7000
SEC #801-33347Total AUM
$4.7B
Employees
39Clients
1,309Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
125 PARK AVENUE
SUITE 320
NEW YORK
NY 10017-5529
United States
SUITE 320
NEW YORK
NY 10017-5529
United States
Operating Hours
9:00 TO 5:00
Monday - Friday
Monday - Friday
Phone
212-492-7000
Other Offices
1
Financials
Total AUM
$4.7B
Accounts
1,309Discretionary
$4B
Accounts
1,287Non-Discretionary
$731.8M
Accounts
22
Clients
Individual Clients
260AUM
$66.8M
HNW Individual Clients
977AUM
$3.9B
Pooled Vehicle Clients
12AUM
$171.5M
Pension/Profit Sharing Plan Clients
2AUM
$2M
Charitable Organization Clients
41AUM
$445.5M
Corporation or Business Clients
17AUM
$109.8M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based
Compliance
Disclosures
None reported
State Registrations
AZCACTDEFLILMAMDNENHNJNYOHPARITXVAVIWA
Affiliates
Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.