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Robert Alan Kleinert

FLAT ROCK GLOBAL, LLC·JACKSON, Wyoming
SIE, Series 7, Series 24, Series 63, Series 79TOClean recordFLAT ROCK GLOBAL, LLC
680 S CACHE STREET, JACKSON, WY 83001CRD# 860030Firm CRD# 288551

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Robert Alan Kleinert · JACKSON, WY
Registration
CRD #860030 · FLAT ROCK GLOBAL, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 63
Series 79TO
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
FLAT ROCK GLOBAL, LLC
CRD 288551 · SEC 801-110612
AUM
$833M
Regulatory assets under management
Employees
12
3 client accounts
Services offered by FLAT ROCK GLOBAL, LLC
Per Form ADV
Portfolio management (pooled investments)
Client types served by the firm
Per Form ADV
Institutional Investors
View all advisors at FLAT ROCK GLOBAL, LLC →
Introduction

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04

Frequently Asked Questions

What services does Robert Alan Kleinert offer?
Robert Alan Kleinert specializes in Investment Management. Contact their office in JACKSON, Wyoming for a consultation.
What are Robert Alan Kleinert's credentials?
Robert Alan Kleinert is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert Alan Kleinert located?
Robert Alan Kleinert is based in JACKSON, Wyoming, working with FLAT ROCK GLOBAL, LLC. Their office serves clients in the JACKSON metropolitan area and surrounding communities.
How does Robert Alan Kleinert charge for services?
Robert Alan Kleinert'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 FLAT ROCK GLOBAL, LLC?
FLAT ROCK GLOBAL, LLC has approximately 12 employees and manages $833M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Ryan Kelly Ripp
JACKSON, WY
Joshua Luke Martinez
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