Klingman and Associates LLC
Legal Name: KLINGMAN AND ASSOCIATES, LLC
120 WEST 45TH STREET, SUITE 3800, NEW YORK, NY
Full Contact Details
Other Info
Klingman and Associates LLC is legally known as KLINGMAN AND ASSOCIATES, LLC. It is a NY Limited Liability Company. This firm has 14 employees, of which 8 are employees in advisory roles. The number of clients served by it is unknown. The firm's last reported SEC (U.S. Securities and Exchange Commission) status is listed as “Approved”, with a registration date of Apr 17, 2007.
Direct Owners
-
GERARD ALBERT KLINGMAN
PRESIDENT/MANAGING MEMBER owns 75% or more
-
MICHAEL DAVID PALEY
CHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER owns less than 5%
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Top Holdings
Period of report:
Jun 30, 2019
|
Effectiveness Date:
Jul 24, 2019
- ISHARES TR CORE S&P500 ETF $21,562k
- ISHARES TR CORE S&P MCP ETF $16,868k
- SPDR S&P 500 ETF TR TR UNIT $15,290k
- VANGUARD MALVERN FDS $13,958k
- ISHARES TR CORE S&P SCP ETF $10,827k
- UBS AG JERSEY BRH $9,942k
- MANAGED PORTFOLIO SER $9,799k
- SPDR S&P DIVIDEND $9,618k
- ISHARES U S ETF TR $9,399k
- Invesco FTSE RAFI US 1000 Port $7,680k