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).

Current Firm Details
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
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.


Financial Advisors at Klein Financial Advisors
Showing 1 - 1 of 1 top financial advisors.
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 17 years of experience in the finance industry.

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