Howard Klein, financial advisor Boca Raton FL

Howard Klein

CRD Number: 2279848
Current Firm: Klein Asset Management LLC

Howard Klein (CRD# 2279848) is an Investment Advisor Representative working at Klein Asset Management LLC in Boca Raton, FL and has over 31 years of experience in the finance industry.

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Company Name Location Dates Years
Klein Asset Management LLC Boca Raton, FL Aug 2005 - Current 18
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1992
S65 NASAA Investment Advisors Law Examination Mar 2004
Contact Info for Howard A. Klein
Phone Number: 561-883-9421
Registered State(s):
  • FL
Current Firm Details
Klein Asset Management LLC
Firm's CRD Number: 136536
By the Numbers
  • Total Assets Under Management
    12
    MILLIONS
  • Total Number of Accounts
    62
    ACCOUNTS
  • Average Account Value
    $185,484
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

FL

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