Klingenstein Fields Wealth Advisors

Klingenstein Fields Wealth Advisors (CRD# 105907) is a financial advisory firm headquartered in New York, NY. They manage $2,964,073,092 in 1,110 accounts and serve the financial needs of clients across 16 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,964
    MILLION
  • Total Number of Accounts
    1,110
    ACCOUNTS
  • Average Account Value
    $2,670,336
Compensation Options
  • A percentage of assets under your management
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
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.

AZ, CA, CT, DE, FL, IL, MA, MD, NE, NJ, NY, PA, RI, TX, VA, WA

Financial Advisors at Klingenstein Fields Wealth Advisors
Showing 1 - 1 of 1 top financial advisors.
1
Jonathan Roberts
CRD#: 1509870
125 Park Avenue, Suite 1700, New York, NY 10017
96
Wealthminder
score

Jonathan Roberts (CRD# 1509870) is an Investment Advisor Representative working at Klingenstein Fields Wealth Advisors in New York, NY and has over 30 years of experience in the finance industry.

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