Kline Capital Management LLC

Kline Capital Management LLC (CRD# 136825) is a financial advisory firm headquartered in Northfield, IL. They manage $11,424,000 in 84 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    11
    MILLION
  • Total Number of Accounts
    84
    ACCOUNTS
  • Average Account Value
    $136,000
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
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.

IL

Financial Advisors at Kline Capital Management LLC
Showing 1 - 2 of 2 top financial advisors.
1
Matthew T. Kline
CRD#: 1968700
540 W. Frontage Road Suite 3315, Northfield, IL 60093
93
Wealthminder
score

Matthew Kline (CRD# 1968700) is an Investment Advisor Representative working at Kline Capital Management LLC in Northfield, IL and has over 20 years of experience in the finance industry.

2
James P. Ramirez
CRD#: 2366565
540 W. Frontage Road Suite 3315, Northfield, IL 60093
93
Wealthminder
score

James Ramirez (CRD# 2366565) is an Investment Advisor Representative working at Kline Capital Management LLC in Northfield, IL and has over 23 years of experience in the finance industry.

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