Unclaimed Profile

Jeffrey Howard Klein

BELVEDERE ASSET MANAGEMENT, LLC·SAN RAFAEL, California

BELVEDERE ASSET MANAGEMENT, LLC

1299 FOURTH STREET, SAN RAFAEL, CA 94901CRD# 6138358Firm CRD# 147887

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jeffrey Howard Klein · SAN RAFAEL, CA

Registration

CRD #6138358 · BELVEDERE ASSET MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

4 disclosures on file · See FINRA BrokerCheck for full record

About

Jeffrey Howard Klein is a registered financial advisor based in SAN RAFAEL, California, affiliated with BELVEDERE ASSET MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Retirement Planning

Client Types

Individuals

Institutional Investors

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

BELVEDERE ASSET MANAGEMENT, LLC

AUM

$53M

Regulatory assets under management

Employees

Total firm employees

View all advisors at BELVEDERE ASSET MANAGEMENT, LLC →

Services

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Publication of periodicals/newsletters

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 6138358

Firm CRD# 147887

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Jeffrey Howard Klein offer?

Jeffrey Howard Klein specializes in Investment Management, Retirement Planning. Contact their office in SAN RAFAEL, California for a consultation.

What are Jeffrey Howard Klein's credentials?

Jeffrey Howard Klein is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jeffrey Howard Klein located?

Jeffrey Howard Klein is based in SAN RAFAEL, California, working with BELVEDERE ASSET MANAGEMENT, LLC. Their office serves clients in the SAN RAFAEL metropolitan area and surrounding communities.

How does Jeffrey Howard Klein charge for services?

Jeffrey Howard Klein's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BELVEDERE ASSET MANAGEMENT, LLC?

BELVEDERE ASSET MANAGEMENT, LLC has approximately 10 employees and manages $53M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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