Kleinhenz & Associates, Ltd.

Kleinhenz & Associates, Ltd. (CRD# 146015) is a financial advisory firm headquartered in Cleveland, OH. They manage $78,749,686 in 140 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    79
    MILLION
  • Total Number of Accounts
    140
    ACCOUNTS
  • Average Account Value
    $562,498
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • 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.

OH

Financial Advisors at Kleinhenz & Associates, Ltd.
Showing 1 - 3 of 3 top financial advisors.
1
John E. Kleinhenz
CRD#: 5106950
7100 Euclid Avenue, Suite 100, Cleveland, OH 44103
93
Wealthminder
score

John Kleinhenz (CRD# 5106950) is an Investment Advisor Representative working at Kleinhenz & Associates, Ltd. in Cleveland, OH and has over 10 years of experience in the finance industry.

2
Karen R. Kleinhenz
CRD#: 4068048
7100 Euclid Avenue, Suite 100, Cleveland, OH 44103
93
Wealthminder
score

Karen Kleinhenz (CRD# 4068048) is an Investment Advisor Representative working at Kleinhenz & Associates, Ltd. in Cleveland, OH and has over 12 years of experience in the finance industry.

3
Joanna E. Olson
CRD#: 5504115
7100 Euclid Avenue, Suite 100, Cleveland, OH 44103
90
Wealthminder
score

Joanna Olson (CRD# 5504115) is an Investment Advisor Representative working at Kleinhenz & Associates, Ltd. in Cleveland, OH and has 1 year of experience in the finance industry.

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