Klingenstein Fields Advisors
Klingenstein Fields Advisors (CRD# 105907) is a financial advisory firm headquartered in New York, NY. They manage $4,590,005,998 in 1,301 accounts and serve the financial needs of clients across 20 states (or territories).
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Total Assets Under Management4,590MILLION
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Total Number of Accounts1,301ACCOUNTS
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Average Account Value$3,528,060
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
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AZ, CA, CT, DE, FL, IL, MA, MD, NC, NH, NJ, NY, OH, PA, RI, SC, TX, VA, VI, WA
Jonathan Roberts (CRD# 1509870) is an Investment Advisor Representative working at Klingenstein Fields Advisors in New York, NY and has over 38 years of experience in the finance industry.
Laurence Ach (CRD# 1607988) is an Investment Advisor Representative working at Klingenstein Fields Advisors in New York, NY and has over 36 years of experience in the finance industry.
James Fields (CRD# 2702347) is an Investment Advisor Representative working at Klingenstein Fields Advisors in New York, NY and has 1 year of experience in the finance industry.
Colleen Jones (CRD# 2200501) is an Investment Advisor Representative working at Klingenstein Fields Advisors in New York, NY and has over 32 years of experience in the finance industry.
Kenneth Pollinger (CRD# 1086252) is an Investment Advisor Representative working at Klingenstein Fields Advisors in New York, NY and has over 29 years of experience in the finance industry.