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Timothy Christopher Klag

HHR ASSET MANAGEMENT, LLC·BERKELEY HEIGHTS, New Jersey
Clean recordHHR ASSET MANAGEMENT, LLC
400 CONNELL DRIVE, BERKELEY HEIGHTS, NJ 07922CRD# 5073838Firm CRD# 143062

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Timothy Christopher Klag · BERKELEY HEIGHTS, NJ
Registration
CRD #5073838 · HHR ASSET MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Timothy Christopher Klag is a registered financial advisor based in BERKELEY HEIGHTS, New Jersey, affiliated with HHR ASSET MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
HHR ASSET MANAGEMENT, LLC
HHR ASSET MANAGEMENT, LLC
AUM
$1.0B
Regulatory assets under management
Employees
9
Total firm employees
View all advisors at HHR ASSET MANAGEMENT, LLC →
Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 5073838
Firm CRD# 143062
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Timothy Christopher Klag offer?
Timothy Christopher Klag specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in BERKELEY HEIGHTS, New Jersey for a consultation.
What are Timothy Christopher Klag's credentials?
Timothy Christopher Klag is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Timothy Christopher Klag located?
Timothy Christopher Klag is based in BERKELEY HEIGHTS, New Jersey, working with HHR ASSET MANAGEMENT, LLC. Their office serves clients in the BERKELEY HEIGHTS metropolitan area and surrounding communities.
How does Timothy Christopher Klag charge for services?
Timothy Christopher Klag's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is HHR ASSET MANAGEMENT, LLC?
HHR ASSET MANAGEMENT, LLC has approximately 9 employees and manages $1.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at HHR ASSET MANAGEMENT, LLC

Michael A Violette
BERKELEY HEIGHTS, NJ
Robert James Farrell
BERKELEY HEIGHTS, NJ

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