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Robert Alan Kleinert

FLAT ROCK GLOBAL, LLC·JACKSON, Wyoming
Clean 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
Disclosure history
Clean record · no disclosure events on file
01

About

Robert Alan Kleinert is a registered financial advisor based in JACKSON, Wyoming, affiliated with FLAT ROCK GLOBAL, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Client Types
Institutional Investors
Introduction

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03

Firm Overview

Firm
FLAT ROCK GLOBAL, LLC
FLAT ROCK GLOBAL
AUM
$833M
Regulatory assets under management
Employees
12
Total firm employees
View all advisors at FLAT ROCK GLOBAL, LLC →
Services
Portfolio management (pooled investments)
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 860030
Firm CRD# 288551
View on FINRA BrokerCheck →

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05

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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Other Advisors at FLAT ROCK GLOBAL, LLC

Joshua Luke Martinez
NEW YORK, NY
Ryan Kelly Ripp
JACKSON, WY
Robert Karl Grunewald
JACKSON, WY
Shiloh Ryan Bates
JACKSON, WY
John Lawrence Thomson
JACKSON, WY

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