Klein Financial Services

Klein Financial Services (CRD# 149508) is a financial advisory firm headquartered in , . They manage $3,100,000 in 22 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    3
    MILLION
  • Total Number of Accounts
    22
    ACCOUNTS
  • Average Account Value
    $140,909
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • 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.

FL, NH, NY, OH

Financial Advisors at Klein Financial Services
Showing 1 - 1 of 1 top financial advisors.
1
Tibor Klein
CRD#: 2682862
12 Priory Court, Melville, NY 11747
43
Wealthminder
score

Tibor Klein (CRD# 2682862) is an Investment Advisor Representative working at Klein Financial Services in Melville, NY and has over 21 years of experience in the finance industry.

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