Klingman and Associates LLC
Legal Name: KLINGMAN AND ASSOCIATES, LLC
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%
Firms Located Nearby
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