Klingman and Associates LLC
Legal Name: KLINGMAN AND ASSOCIATES, LLC
Full Contact Details
Klingman and Associates LLC
120 WEST 45TH STREET, SUITE 3800, NEW YORK, NY
212-867-7647
212-752-2150
Other Info
Klingman and Associates LLC, legally known as KLINGMAN AND ASSOCIATES, LLC, is a New York-based Limited Liability Company that has been approved by the U.S. Securities and Exchange Commission since April 17, 2007. With 14 employees, 8 of whom serve in advisory roles, the number of clients served by the firm is unknown.
Home | Klingman & Associates, LLC
At Klingman & Associates, we strive to provide you with personalized financial guidance and a high level of impeccable service uniquely tailored to your individual needs.
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%
Firms Located Nearby
- Forefront Capital Advisors LLC
- Donald Smith LP
- Charles Pratt & Company LLC
- Goehring & Rozencwajg Associates LLC
- Lavien Advisors LLC
- Scopia Capital Management LP
- JP Morgan Private Investments Inc
- Bryden-Abrams Investment Management LLC
- Williams Jones & Associates LLC
- Lepercq DE Neuflize Asset Management LLC
Top Holdings
- 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