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Building 2KLEINMAN FINANCIAL SERVICES

Map pin
Phone516-944-3643
NotebookSEC #801-79273
Total AUM
$33.9M
Employees
1
Clients
61

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9 A.M. - 5 P.M.
Monday - Friday
Phone
516-944-3643

ReceiptFinancials

Total AUM
$33.9M
Accounts
114
Discretionary
$27.2M
Accounts
113
Non-Discretionary
$6.7M
Accounts
1

ContactClients

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Individual Clients
54
AUM
$15M
HNW Individual Clients
7
AUM
$18.9M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NJNY

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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