Klein Asset Management LLC

Klein Asset Management LLC (CRD# 136536) is a financial advisory firm headquartered in , . They manage $11,500,000 in 62 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    12
    MILLION
  • 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
The map below shows states where this firm has explicit registration only.

FL

Financial Advisors at Klein Asset Management LLC
Showing 1 - 1 of 1 top financial advisors.
1
Howard Klein, financial advisor Boca Raton FL
Howard A. Klein
CRD#: 2279848
Boca Raton, FL

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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