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Paul J Kleinschmidt

Tocqueville Asset Management LP

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About Paul J Kleinschmidt

Paul Kleinschmidt is a financial professional with over 13 years of experience in the financial industry. He is currently employed at Tocqueville Asset Management LP as President & CEO/Portfolio Manager. Paul holds the Series 7, Series 52TO, and SIE licenses. Paul Kleinschmidt specializes in providing financial planning, portfolio management for individuals, businesses, investment companies and pooled investment vehicles, and selection of other advisors. Paul Kleinschmidt has expertise in working with high-net-worth individuals, insurance companies, investment companies, charitable organizations, pension and profit-sharing plans, corporations or other businesses, individuals other than high-net-worth, and state or municipal government entities.

Firm Information

Paul Kleinschmidt is currently registered with Tocqueville Asset Management LP. Tocqueville Asset Management LP is an investment advisor registered with the SEC and headquartered in New York, NY. The firm manages a range of investment portfolios for individuals, families, foundations, endowments, and institutions. Tocqueville Asset Management LP offers financial planning, portfolio management, and selection of other advisors.
Tocqueville Asset Management LP

40 WEST 57TH STREET

NEW YORK, NY 10019

$8.87B

Assets Under Management

Not reported

Total Clients

33

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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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percentage of assets

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

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Paul Kleinschmidt’s Registration & Firm History

NY

08/18/2021 - Present

Tocqueville Asset Management LP (NEW YORK NY)

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Licenses & Designations

BC

Issued 01/02/2023

Series 52TO - Municipal Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/23/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Paul J Kleinschmidt.
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