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Matthew Thomas Kline

KLINE CAPITAL MANAGEMENT LLC·BURBANK, Illinois
Unclaimed Profile
5501 W. 79TH STREET, SUITE 305, BURBANK, IL 60459CRD# 1968700Firm CRD# 136825
01

About

Matthew Thomas Kline is a registered financial advisor based in BURBANK, Illinois, affiliated with KLINE CAPITAL MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

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

Firm Overview

Firm
KLINE CAPITAL MANAGEMENT LLC
KLINE CAPITAL MANAGEMENT LLC
AUM
$11M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at KLINE CAPITAL MANAGEMENT LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Market timing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1968700
Firm CRD# 136825
No disclosures on file
View on FINRA BrokerCheck →

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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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Nearby cities in Illinois
CHICAGO (3944)OAK BROOK (135)NAPERVILLE (120)NORTHBROOK (119)EVANSTON (103)
City Guides
CHICAGO GuideOAK BROOK GuideNAPERVILLE GuideNORTHBROOK GuideEVANSTON Guide
Research
Advisor Fees in IllinoisNational Fee Analysis
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