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Justin Alan Klein

KLEIN PAVLIS & PEASLEY FINANCIAL, INC.·IRVINE, California
Unclaimed Profile
17875 VON KARMAN AVENUE, IRVINE, CA 92614CRD# 4900253Firm CRD# 112414
01

About

Justin Alan Klein is a registered financial advisor based in IRVINE, California, affiliated with KLEIN PAVLIS & PEASLEY FINANCIAL, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Client Types
Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
KLEIN PAVLIS & PEASLEY FINANCIAL, INC.
KLEIN PAVLIS & PEASLEY FINANCIAL, INC.
AUM
$163M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at KLEIN PAVLIS & PEASLEY FINANCIAL, INC. →
Services
Portfolio management (individuals)
Market timing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Fixed fees
Other: ONLINE EDUCATIONAL CLASSES
Regulatory
SEC/IARD CRD# 4900253
Firm CRD# 112414
5 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Justin Alan Klein offer?
Justin Alan Klein specializes in Investment Management. Contact their office in IRVINE, California for a consultation.
What are Justin Alan Klein's credentials?
Justin Alan Klein is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Justin Alan Klein located?
Justin Alan Klein is based in IRVINE, California, working with KLEIN PAVLIS & PEASLEY FINANCIAL, INC.. Their office serves clients in the IRVINE metropolitan area and surrounding communities.
How does Justin Alan Klein charge for services?
Justin Alan Klein's firm is compensated through percentage of aum, fixed fees, other: online educational classes. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is KLEIN PAVLIS & PEASLEY FINANCIAL, INC.?
KLEIN PAVLIS & PEASLEY FINANCIAL, INC. has approximately 4 employees and manages $163M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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