1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2KLINGMAN AND ASSOCIATES, LLC

Map pinNEW YORK, NY
Phone212-867-7647
NotebookSEC #801-67783
Total AUM
$5.7B
Employees
25
Clients
709

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
120 WEST 45TH STREET
SUITE 3800
NEW YORK
NY 10036
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
212-867-7647

ReceiptFinancials

Total AUM
$5.7B
Accounts
3,532
Discretionary
$4.1B
Accounts
3,084
Non-Discretionary
$1.5B
Accounts
448

ContactClients

View more in analytics →

Individual Clients
248
AUM
$98.9M
HNW Individual Clients
456
AUM
$4.3B
Pension/Profit Sharing Plan Clients
3
AUM
$1.2B
Charitable Organization Clients
2
AUM
$26M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementOther Services
Other Services
GENERAL CONSULTING SERVICES
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOCTDCFLILLAMAMDNCNENHNJNYOHPASCTXVAVTWA

HandshakeAffiliates

View all affiliates →

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

Feature requires an account