Klingenstein Fields Advisors

Klingenstein Fields Advisors (CRD# 105907) is a financial advisory firm headquartered in New York, NY. They manage $4,314,283,487 in 1,291 accounts and serve the financial needs of clients across 19 states (or territories).

By the Numbers
  • Total Assets Under Management
    4,314
    MILLION
  • Total Number of Accounts
    1,291
    ACCOUNTS
  • Average Account Value
    $3,341,815
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • 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)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CT, DE, FL, IL, MA, MD, NC, NJ, NY, OH, PA, RI, SC, TX, VA, VI, WA

Financial Advisors at Klingenstein Fields Advisors
Showing 1 - 5 of 5 top financial advisors.
1
Jonathan Roberts
CRD#: 1509870
125 Park Avenue, Suite 1700, New York, NY 10017

Jonathan Roberts (CRD# 1509870) is an Investment Advisor Representative working at Klingenstein Fields Advisors in New York, NY and has over 37 years of experience in the finance industry.

2
Laurence E. Ach
CRD#: 1607988
125 Park Avenue, Suite 1700, New York, NY 10017

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.

3
James W. Fields
CRD#: 2702347
125 Park Avenue, Suite 1700, New York, NY 10017

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.

4
Colleen M. Jones
CRD#: 2200501
125 Park Avenue, Suite 1700, New York, NY 10017

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.

5
Kenneth D. Pollinger
CRD#: 1086252
125 Park Avenue, Suite 1700, New York, NY 10017

Kenneth Pollinger (CRD# 1086252) is an Investment Advisor Representative working at Klingenstein Fields Advisors in New York, NY and has over 28 years of experience in the finance industry.

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