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Klingman AND Associates, LLC

Headquartered in NEW YORK, NY

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Firm Information

Klingman AND Associates, LLC is an investment advisor headquartered in NEW YORK, NY. They provide financial planning and portfolio management services to individuals, high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and individuals other than high-net-worth. They have $3,276,784,099 in regulatory assets under management.

Klingman AND Associates, LLC

120 WEST 45TH STREET

NEW YORK, NY 10036

$3.28B

Assets Under Management

3

Total Clients

7

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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general consulting services

General consulting services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

KLINGMAN AND ASSOCIATES, LLC has a total of 1 branch locations across the country.
location

NEW YORK, NY

Advisors at Klingman AND Associates, LLC

View All 7 Advisors
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Michael David Paley

RA

NEW YORK, NY

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Sami Sharif

CFA®, RA

NEW YORK, NY

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Craig Laub

CFP®, RA

NEW YORK, NY

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Unclaimed
Joshua Fogel Kaye

RA

NEW YORK, NY

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Michelle Lynn McKinnon

CFP®, RA

NEW YORK, NY

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Unclaimed
Thomas Joseph Klingman

RA

NEW YORK, NY

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Gerard Albert Klingman

CFP®, CFC®, RA

NEW YORK, NY

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Disclosures

There are no public disclosures for Klingman AND Associates, LLC.

Frequently Asked Questions (9)

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