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).
Total Assets Under Management3MILLION
Total Number of Accounts22ACCOUNTS
Average Account Value$140,909
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
FL, NH, NY, OH
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.