KLEIN FINANCIAL CORP.

KLEIN FINANCIAL SERVICES
1 registered advisor·CRD# 149508
SEC# 801-69972516-256-2000
01

Firm Overview

AUM
$3M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

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

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at KLEIN FINANCIAL CORP.

1 registered advisor
Tibor Klein
VALLEY STREAM, New York
05

Office Locations

VALLEY STREAM, New York
1 advisor

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Data sourced from SEC Form ADV filings. KLEIN FINANCIAL CORP. (CRD# 149508) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.