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Building 2GARY KLEIN CONSULTING

Map pin
Phone416-781-6163
NotebookSEC #801-62415
Total AUM
$13M
Employees
2
Clients
25

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9 TO 5
Monday - Friday
Phone
416-781-6163
Other Offices
1

ReceiptFinancials

Total AUM
$13M
Accounts
38
Discretionary
$12.2M
Accounts
36
Non-Discretionary
$811.3K
Accounts
2

ContactClients

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Individual Clients
19
AUM
$6.9M
HNW Individual Clients
6
AUM
$6.1M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NY

HandshakeAffiliates

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

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