KLEIN FINANCIAL ADVISORS, INC.

NEWPORT BEACH, California·1 registered advisor·CRD# 128910
SEC# 801-1210601949-477-4990
01

Firm Overview

AUM
$121M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at KLEIN FINANCIAL ADVISORS, INC.

1 registered advisor
Lauren S Klein
NEWPORT BEACH, California
05

Office Locations

NEWPORT BEACH, California
1 advisor

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Data sourced from SEC Form ADV filings. KLEIN FINANCIAL ADVISORS, INC. (CRD# 128910) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.