Klein Financial Advisors

Klein Financial Advisors (CRD# 118900) is a financial advisory firm headquartered in , . They manage $14,000,000 in 14 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    14
    MILLION
  • Total Number of Accounts
    14
    ACCOUNTS
  • Average Account Value
    $1,000,000
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Klein Financial Advisors
Showing 1 - 1 of 1 top financial advisors.
1
John Klein, financial advisor Mission Viejo CA
John H. Klein
CRD#: 4497679
Mission Viejo, CA

John Klein (CRD# 4497679) is an Investment Advisor Representative working at Klein Financial Advisors in Mission Viejo, CA and has over 23 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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