Klingman And Associates, LLC

Klingman And Associates, LLC (CRD# 125618) is a financial advisory firm headquartered in New York, NY. They manage $1,356,125,168 in 1,516 accounts and serve the financial needs of clients across 9 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,356
    MILLION
  • Total Number of Accounts
    1,516
    ACCOUNTS
  • Average Account Value
    $894,542
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
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.

CA, CT, FL, MA, NE, NJ, NY, PA, TX

Financial Advisors at Klingman And Associates, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Gerard A. Klingman
CRD#: 1196667
1133 Avenue Of The Americas, Suite 2725, New York, NY 10036
101
Wealthminder
score

Gerard Klingman (CRD# 1196667) is an Investment Advisor Representative working at Klingman And Associates, LLC in New York, NY and has over 33 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.

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