Unclaimed Profile

Adam Kleinman

GREAT ELM CAPITAL MANAGEMENT, INC.·PALM BEACH GARDENS, Florida

Clean recordGREAT ELM CAPITAL MANAGEMENT, INC.

3801 PGA BOULEVARD, PALM BEACH GARDENS, FL 33410CRD# 5658279Firm CRD# 284304

Profile Verification

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

Identity

Adam Kleinman · PALM BEACH GARDENS, FL

Registration

CRD #5658279 · GREAT ELM CAPITAL MANAGEMENT, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Adam Kleinman is a registered financial advisor based in PALM BEACH GARDENS, Florida, affiliated with GREAT ELM CAPITAL MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Retirement Planning

Client Types

Institutional Investors

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

GREAT ELM CAPITAL MANAGEMENT, LLC

AUM

$288M

Regulatory assets under management

Employees

Total firm employees

View all advisors at GREAT ELM CAPITAL MANAGEMENT, LLC →

Services

Portfolio management (pooled investments)

Pension consulting

Background

Compensation

Percentage of AUM

Performance-based fees

Other: REIMBURSEMENT OF ADMINISTRATION COSTS AND OVERHEAD

Regulatory

SEC/IARD CRD# 5658279

Firm CRD# 284304

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Adam Kleinman offer?

Adam Kleinman specializes in Investment Management, Retirement Planning. Contact their office in PALM BEACH GARDENS, Florida for a consultation.

What are Adam Kleinman's credentials?

Adam Kleinman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Adam Kleinman located?

Adam Kleinman is based in PALM BEACH GARDENS, Florida, working with GREAT ELM CAPITAL MANAGEMENT, INC.. Their office serves clients in the PALM BEACH GARDENS metropolitan area and surrounding communities.

How does Adam Kleinman charge for services?

Adam Kleinman's firm is compensated through percentage of aum, performance-based fees, other: reimbursement of administration costs and overhead. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is GREAT ELM CAPITAL MANAGEMENT, INC.?

GREAT ELM CAPITAL MANAGEMENT, INC. has approximately 17 employees and manages $288M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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