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KLEIN FINANCIAL SERVICES
516-256-2000
SEC #801-69972Total AUM
$3.1M
Employees
2Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
Operating Hours
9AM-5PM
Monday - Friday
Monday - Friday
Phone
516-256-2000
Financials
Total AUM
$3.1M
Accounts
22Discretionary
$500K
Accounts
5Non-Discretionary
$2.6M
Accounts
17
Clients
None reported
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
Pending Regulatory Proceeding
State Registrations
FLNHNYOH
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.