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).
Total Assets Under Management2,964MILLION
Total Number of Accounts1,110ACCOUNTS
Average Account Value$2,670,336
- A percentage of assets under your management
- 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)
AZ, CA, CT, DE, FL, IL, MA, MD, NE, NJ, NY, PA, RI, TX, VA, WA
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.