KLEINHENZ & ASSOCIATES, LTD.

2 registered advisors·CRD# 146015

SEC# 801-1125560216-570-4641

01

Firm Overview

AUM

$154M

Regulatory assets under management

Employees

3

Total firm employees

Advisors

2

Registered representatives

02

Services & Fees

Advisory Services

Portfolio management (individuals)

Compensation

Percentage of AUM

03

Specialties

Investment Management Fee-Only Advisory

04

Advisors at KLEINHENZ & ASSOCIATES, LTD.

2 registered advisors

John Edward Kleinhenz

CLEVELAND, Ohio

Karen Rose Kleinhenz

CLEVELAND, Ohio

05

Office Locations

CLEVELAND, Ohio

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Data sourced from SEC Form ADV filings. KLEINHENZ & ASSOCIATES, LTD. (CRD# 146015) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.