Klein Asset Management LLC

Klein Asset Management LLC (CRD# 136536) is a financial advisory firm headquartered in , . They manage $11,700,000 in 45 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
    45
    ACCOUNTS
  • Average Account Value
    $260,000
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. 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 A. Klein
CRD#: 2279848
Boca Raton, FL
93
Wealthminder
score

Howard Klein (CRD# 2279848) is an Investment Advisor Representative working at Klein Asset Management LLC in Boca Raton, FL and has over 24 years of experience in the finance industry.

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