Klingman And Associates, LLC
Klingman And Associates, LLC (CRD# 125618) is a financial advisory firm headquartered in New York, NY. They manage $2,124,981,422 in 1,963 accounts and serve the financial needs of clients across 15 states (or territories).
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Total Assets Under Management2,125MILLION
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Total Number of Accounts1,963ACCOUNTS
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Average Account Value$1,082,517
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
AZ, CA, CO, CT, DC, FL, LA, MA, MD, NE, NJ, NY, PA, TX, VA
Gerard Klingman (CRD# 1196667) is an Investment Advisor Representative working at Klingman And Associates, LLC in New York, NY and has over 37 years of experience in the finance industry. Gerard Klingman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Craig Laub (CRD# 3212061) is an Investment Advisor Representative working at Klingman And Associates, LLC in New York, NY and has over 21 years of experience in the finance industry. Craig Laub has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.