Klein Financial Advisors
Klein Financial Advisors (CRD# 118900) is a financial advisory firm headquartered in , . They manage $8,000,000 in 50 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management8MILLION
Total Number of Accounts50ACCOUNTS
Average Account Value$160,000
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
John Klein (CRD# 4497679) is an Investment Advisor Representative working at Klein Financial Advisors in Mission Viejo, CA and has over 16 years of experience in the finance industry.