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Gary Carlton Klopfenstein

BERENBERG ASSET MANAGEMENT LLC·CHICAGO, Illinois
Unclaimed Profile
330 N. WABASH, CHICAGO, IL 60611CRD# 1276826Firm CRD# 171274
01

About

Gary Carlton Klopfenstein is a registered financial advisor based in CHICAGO, Illinois, affiliated with BERENBERG ASSET MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Wealth Management
Fee-Only Advisory
Client Types

Client type data will be added during profile enrichment.

03

Firm Overview

Firm
BERENBERG ASSET MANAGEMENT LLC
BERENBERG ASSET MANAGEMENT LLC
AUM
$32M
Regulatory assets under management
Employees
31
Total firm employees
View all advisors at BERENBERG ASSET MANAGEMENT LLC →
Services
Selection of other advisers
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 1276826
Firm CRD# 171274
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Gary Carlton Klopfenstein offer?
Gary Carlton Klopfenstein specializes in Wealth Management, Fee-Only Advisory. Contact their office in CHICAGO, Illinois for a consultation.
What are Gary Carlton Klopfenstein's credentials?
Gary Carlton Klopfenstein is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Gary Carlton Klopfenstein located?
Gary Carlton Klopfenstein is based in CHICAGO, Illinois, working with BERENBERG ASSET MANAGEMENT LLC. Their office serves clients in the CHICAGO metropolitan area and surrounding communities.
How does Gary Carlton Klopfenstein charge for services?
Gary Carlton Klopfenstein's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BERENBERG ASSET MANAGEMENT LLC?
BERENBERG ASSET MANAGEMENT LLC has approximately 31 employees and manages $32M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Illinois
OAK BROOK (135)NAPERVILLE (120)NORTHBROOK (119)EVANSTON (103)DOWNERS GROVE (83)
City Guides
OAK BROOK GuideNAPERVILLE GuideNORTHBROOK GuideEVANSTON GuideDOWNERS GROVE Guide
Research
Advisor Fees in IllinoisNational Fee Analysis
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