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John Edward Kleinhenz

KLEINHENZ & ASSOCIATES, LTD.·CLEVELAND, Ohio
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7100 EUCLID AVENUE, CLEVELAND, OH 44103CRD# 5106950Firm CRD# 146015
01

About

John Edward Kleinhenz is a registered financial advisor based in CLEVELAND, Ohio, affiliated with KLEINHENZ & ASSOCIATES, LTD.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
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Firm Overview

Firm
KLEINHENZ & ASSOCIATES, LTD.
KLEINHENZ & ASSOCIATES, LTD.
AUM
$154M
Regulatory assets under management
Employees
3
Total firm employees
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 5106950
Firm CRD# 146015
No disclosures on file
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Frequently Asked Questions

What services does John Edward Kleinhenz offer?
John Edward Kleinhenz specializes in Investment Management, Fee-Only Advisory. Contact their office in CLEVELAND, Ohio for a consultation.
What are John Edward Kleinhenz's credentials?
John Edward Kleinhenz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John Edward Kleinhenz located?
John Edward Kleinhenz is based in CLEVELAND, Ohio, working with KLEINHENZ & ASSOCIATES, LTD.. Their office serves clients in the CLEVELAND metropolitan area and surrounding communities.
How does John Edward Kleinhenz charge for services?
John Edward Kleinhenz'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 KLEINHENZ & ASSOCIATES, LTD.?
KLEINHENZ & ASSOCIATES, LTD. has approximately 3 employees and manages $154M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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