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Andrew Abraham Klein

PARAMOUNT ASSOCIATES WEALTH MANAGEMENT, LLC·GREENWOOD VILLAGE, Colorado
Unclaimed Profile
6400 S. FIDDLERS GREEN CIRCLE #1310, GREENWOOD VILLAGE, CO 80111CRD# 1308591Firm CRD# 288537
01

About

Andrew Abraham Klein is a registered financial advisor based in GREENWOOD VILLAGE, Colorado, affiliated with PARAMOUNT ASSOCIATES WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
PARAMOUNT ASSOCIATES WEALTH MANAGEMENT, LLC
PARAMOUNT ASSOCIATES WEALTH MANAGEMENT
AUM
$102M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at PARAMOUNT ASSOCIATES WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1308591
Firm CRD# 288537
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Andrew Abraham Klein offer?
Andrew Abraham Klein specializes in Financial Planning, Investment Management. Contact their office in GREENWOOD VILLAGE, Colorado for a consultation.
What are Andrew Abraham Klein's credentials?
Andrew Abraham Klein is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Andrew Abraham Klein located?
Andrew Abraham Klein is based in GREENWOOD VILLAGE, Colorado, working with PARAMOUNT ASSOCIATES WEALTH MANAGEMENT, LLC. Their office serves clients in the GREENWOOD VILLAGE metropolitan area and surrounding communities.
How does Andrew Abraham Klein charge for services?
Andrew Abraham Klein's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PARAMOUNT ASSOCIATES WEALTH MANAGEMENT, LLC?
PARAMOUNT ASSOCIATES WEALTH MANAGEMENT, LLC has approximately 3 employees and manages $102M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Colorado
DENVER (1269)BOULDER (238)COLORADO SPRINGS (134)CENTENNIAL (67)ENGLEWOOD (66)
City Guides
DENVER GuideBOULDER GuideCOLORADO SPRINGS GuideCENTENNIAL GuideENGLEWOOD Guide
Research
Advisor Fees in ColoradoNational Fee Analysis
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