Kline Capital Management LLC
Kline Capital Management LLC (CRD# 136825) is a financial advisory firm headquartered in Northfield, IL. They manage $12,559,857 in 82 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management13MILLION
Total Number of Accounts82ACCOUNTS
Average Account Value$153,169
- 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
- Publication of periodicals or newsletters
- Educational seminars/workshops
Matthew Kline (CRD# 1968700) is an Investment Advisor Representative working at Kline Capital Management LLC in Northfield, IL and has over 21 years of experience in the finance industry.
James Ramirez (CRD# 2366565) is an Investment Advisor Representative working at Kline Capital Management LLC in , and has over 24 years of experience in the finance industry.