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Matthew Thomas Kline

KLINE CAPITAL MANAGEMENT LLC·BURBANK, Illinois
Series 7, Series 24, Series 28, Series 63, Series 65Clean record15 years registeredKLINE CAPITAL MANAGEMENT LLC
5501 W. 79TH STREET, SUITE 305, BURBANK, IL 60459CRD# 1968700Firm CRD# 136825

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Matthew Thomas Kline · BURBANK, IL
Registration
CRD #1968700 · KLINE CAPITAL MANAGEMENT LLC · 15 years registered
Brand Profile
Not yet started
01

Career History

KLINE CAPITAL MANAGEMENT LLC
Feb 2011 – present
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 24
Series 28
Series 63
Series 65
Registration record
First registered · February 16, 2011
Years registered · 15
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
KLINE CAPITAL MANAGEMENT LLC
CRD 136825 · SEC 801-64647
AUM
$11M
Regulatory assets under management
Employees
1
102 client accounts
Services offered by KLINE CAPITAL MANAGEMENT LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Market timing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at KLINE CAPITAL MANAGEMENT LLC →
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05

Frequently Asked Questions

What services does Matthew Thomas Kline offer?
Matthew Thomas Kline specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BURBANK, Illinois for a consultation.
What are Matthew Thomas Kline's credentials?
Matthew Thomas Kline is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Matthew Thomas Kline located?
Matthew Thomas Kline is based in BURBANK, Illinois, working with KLINE CAPITAL MANAGEMENT LLC. Their office serves clients in the BURBANK metropolitan area and surrounding communities.
How does Matthew Thomas Kline charge for services?
Matthew Thomas Kline'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 KLINE CAPITAL MANAGEMENT LLC?
KLINE CAPITAL MANAGEMENT LLC has approximately 1 employees and manages $11M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Illinois
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