Klingenstein Fields Advisors
Investment Management
125 Park Avenue
43 employees
- Employees
- 43
- Contacts
- 2
- Emails
- 2
- Phones
- 1
Klingenstein Fields Advisors Overview
- Headquarters
- 125 Park Avenue
- Phone Number
- Available in AeroLeads
- Website
- klingenstein.com
- Industry
- Investment Management
- Employees
- 43
- Founded
- 1989
- Company Email
- Available in AeroLeads
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment Activities
About Klingenstein Fields Advisors
Klingenstein, Fields & Co., L.P., doing business as Klingenstein Fields Advisors ("KF Advisors"), is a privately owned investment management firm located in New York City, KF Advisors is a Registered Investment Adviser, founded in 1989 as successor organization to Wertheim Schroder Individual Capital Management. KF Advisors provides portfolio management and investment advisory services to high net worth individuals and families, trusts, estates, IRAs, charitable institutions, foundations, endowments, personal pension and profit-sharing plans, and private investment funds. KF Advisors appreciates the support of many loyal clients, business partners and friends, but we are limited in how we can discuss such matters in a social media forum. SEC rules for investment advisers prohibit our use of endorsements to promote or market our services. Accepting recommendations and endorsements on Linked In is viewed by the SEC as a violation of law, and, accordingly, we do not accept them as a matter of policy. KF Advisors is not responsible for nor does KF Advisors accept or condone any comments by third parties on these pages.
Klingenstein Fields Advisors Contact Details
- People in AeroLeads
- 4
- With contact data
- 2
- Email contacts
- 2
- 50.0% coverage
- Phone contacts
- 1
- 25.0% coverage
Klingenstein Fields Advisors Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Jonathan Roberts, Cfa | Partner at Klingenstein Fields Advisors |
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|
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| Alyssa Gelper | Managing Director, Client Relationship |
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|
| Timothy Lindsay | Head of Manager Research, Senior | Rockville Centre, New York, United States |
Email
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| Shomari Gilyard, Cfp®, Mba | Head of Wealth Planning, Partner | New York, United States |
Email
Phone
|
Employees by Management Level
Executive
5 profiles
Director
3 profiles
Individual contributor
3 profiles
VP / Head
2 profiles
Manager
2 profiles
Senior / Lead
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| Executive | 7 | 7 | 4 |
| Sales | 2 | 2 | 2 |
| General | 2 | 2 | 1 |
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