Be advised. This firm is no longer registered.

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
http://www.kleinfs.com
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, financial advisor Melville NY
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 22 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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