Klingman And Associates, LLC
Klingman And Associates, LLC (CRD# 125618) is a financial advisory firm headquartered in New York, NY. They manage $3,276,784,099 in 2,791 accounts and serve the financial needs of clients across 19 states (or territories).
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Total Assets Under Management3,277MILLION
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Total Number of Accounts2,791ACCOUNTS
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Average Account Value$1,174,054
- 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, NC, NE, NH, NJ, NY, PA, SC, TX, VA, WA
Gerard Klingman (CRD# 1196667) is an Investment Advisor Representative working at Klingman And Associates, LLC in New York, NY and has over 40 years of experience in the finance industry.
Craig Laub (CRD# 3212061) is an Investment Advisor Representative working at Klingman And Associates, LLC in New York, NY and has over 24 years of experience in the finance industry.
Michelle McKinnon (CRD# 6113216) is an Investment Advisor Representative working at Klingman And Associates, LLC in New York, NY and has over 11 years of experience in the finance industry.
Sami Sharif (CRD# 5404529) is an Investment Advisor Representative working at Klingman And Associates, LLC in New York, NY and has over 11 years of experience in the finance industry.
Joshua Kaye (CRD# 7230792) is an Investment Advisor Representative working at Klingman And Associates, LLC in New York, NY and has over 4 years of experience in the finance industry.
Thomas Klingman (CRD# 5378593) is an Investment Advisor Representative working at Klingman And Associates, LLC in New York, NY and has over 13 years of experience in the finance industry.
Michael Paley (CRD# 6324110) is an Investment Advisor Representative working at Klingman And Associates, LLC in New York, NY and has 1 year of experience in the finance industry.