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Karen Rose Kleinhenz

KLEINHENZ & ASSOCIATES, LTD.·CLEVELAND, Ohio
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7100 EUCLID AVENUE, CLEVELAND, OH 44103CRD# 4068048Firm CRD# 146015
01

About

Karen Rose 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
03

Firm Overview

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

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4068048
Firm CRD# 146015
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Karen Rose Kleinhenz offer?
Karen Rose Kleinhenz specializes in Investment Management, Fee-Only Advisory. Contact their office in CLEVELAND, Ohio for a consultation.
What are Karen Rose Kleinhenz's credentials?
Karen Rose Kleinhenz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Karen Rose Kleinhenz located?
Karen Rose 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 Karen Rose Kleinhenz charge for services?
Karen Rose 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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Other Advisors at KLEINHENZ & ASSOCIATES, LTD.

John Edward Kleinhenz
CLEVELAND, OH

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