1. Wealthminder
  2. Encino, CA
Adam Klein, financial advisor Encino CA

Adam Klein

CRD Number: 6522235
Current Firm: Abk Management LLC

Adam Klein (CRD# 6522235) is an Investment Advisor Representative working at Abk Management LLC in Encino, CA and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Abk Management LLC Encino, CA Jun 2015 - Current 5
Brentwood School Los Angeles, CA Jan 2015 - Current 6
Western Standard LLC Los Angeles, CA Jun 2014 - Jan 2015 < 1
Southshore Baseball, LLC Gary, IN Jan 2010 - Jun 2014 4
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Aug 2015
Contact Info for Adam B. Klein
Phone Number: (310) 918-8391
Registered State(s):
  • CA
Current Firm Details
Abk Management LLC
Firm's CRD Number: 270019
By the Numbers
  • Total Assets Under Management
    21
    MILLIONS
  • Total Number of Accounts
    24
    ACCOUNTS
  • Average Account Value
    $856,959
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CA

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