Kline Capital Management LLC

Kline Capital Management LLC (CRD# 136825) is a financial advisory firm headquartered in Northfield, IL. They manage $23,682,446 in 90 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
540 W. Frontage Road Suite 3315, Northfield, IL 60093
http://www.klinecapital.com
By the Numbers
  • Total Assets Under Management
    24
    MILLION
  • Total Number of Accounts
    90
    ACCOUNTS
  • Average Account Value
    $263,138
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
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

IL

Financial Advisors at Kline Capital Management LLC
Showing 1 - 1 of 1 top financial advisors.
1
Matthew Kline, financial advisor Northfield IL
Matthew T. Kline
CRD#: 1968700
540 W. Frontage Road Suite 3315, Northfield, IL 60093

Matthew Kline (CRD# 1968700) is an Investment Advisor Representative working at Kline Capital Management LLC in Northfield, IL and has over 28 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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