Klingenstein Fields Wealth Advisors
Klingenstein Fields Wealth Advisors (CRD# 105907) is a financial advisory firm headquartered in New York, NY. They manage $3,147,165,483 in 1,109 accounts and serve the financial needs of clients across 19 states (or territories).
Total Assets Under Management3,147MILLION
Total Number of Accounts1,109ACCOUNTS
Average Account Value$2,837,841
- 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, CO, CT, DE, FL, IL, LA, MA, MD, NE, NJ, NY, OH, 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 31 years of experience in the finance industry.