Unclaimed Profile

Timothy Christopher Klag

HHR ASSET MANAGEMENT, LLC·BERKELEY HEIGHTS, New Jersey

Clean record16 years registeredHHR 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 · 16 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: HHR ASSET MANAGEMENT, LLC

HHR ASSET MANAGEMENT, LLC

Jun 2010 – Jul 2022

BERKELEY HEIGHTS, NJ

Registrations & Exams

Registration record

First registered · June 25, 2010

Years registered · 16

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

HHR ASSET MANAGEMENT, LLC

CRD 143062 · SEC 801-74218

AUM

$1.0B

Regulatory assets under management

Employees

8 client accounts

Services offered by HHR ASSET MANAGEMENT, LLC

Per Form ADV

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

View all advisors at HHR ASSET MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Timothy Christopher Klag offer?

Timothy Christopher Klag specializes in Investment Management, Retirement Planning, Wealth Management.

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, last registered with HHR ASSET MANAGEMENT, LLC.

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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