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Mark Philip Kleiman

FACTORIAL PARTNERS, LLC·MT. KISCO, New York
Clean recordFACTORIAL PARTNERS, LLC
16 DAKIN AVENUE, MT. KISCO, NY 10549CRD# 1580025Firm CRD# 169879

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Mark Philip Kleiman · MT. KISCO, NY
Registration
CRD #1580025 · FACTORIAL PARTNERS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Mark Philip Kleiman is a registered financial advisor based in MT. KISCO, New York, affiliated with FACTORIAL PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
FACTORIAL PARTNERS, LLC
FACTORIAL PARTNERS, LLC
AUM
$178M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at FACTORIAL PARTNERS, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 1580025
Firm CRD# 169879
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Mark Philip Kleiman offer?
Mark Philip Kleiman specializes in Retirement Planning. Contact their office in MT. KISCO, New York for a consultation.
What are Mark Philip Kleiman's credentials?
Mark Philip Kleiman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Mark Philip Kleiman located?
Mark Philip Kleiman is based in MT. KISCO, New York, working with FACTORIAL PARTNERS, LLC. Their office serves clients in the MT. KISCO metropolitan area and surrounding communities.
How does Mark Philip Kleiman charge for services?
Mark Philip Kleiman'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 FACTORIAL PARTNERS, LLC?
FACTORIAL PARTNERS, LLC has approximately 2 employees and manages $178M 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
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