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).

Current Firm Details
125 Park Avenue, Suite 1700, New York, NY 10017
https://www.linkedin.com/company/klingenstein-fields
By the Numbers
  • Total Assets Under Management
    4,590
    MILLION
  • Total Number of Accounts
    1,301
    ACCOUNTS
  • Average Account Value
    $3,528,060
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, NH, 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, financial advisor New York NY
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 Ach, financial advisor New York NY
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 Fields, financial advisor New York NY
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 Jones, financial advisor New York NY
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 Pollinger, financial advisor New York NY
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.

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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