Klingenstein Fields Advisors

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
Industry
Investment Management
Employees
43
Founded
1989
Company Email
Available in AeroLeads
NAICS
Other Financial Investment Activities
Portfolio Management
All 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 Contact
Jonathan Roberts, Cfa Partner at Klingenstein Fields Advisors
View
Alyssa Gelper Managing Director, Client Relationship
View
Timothy Lindsay Head of Manager Research, Senior
Email
Shomari Gilyard, Cfp®, Mba Head of Wealth Planning, Partner
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 Email Phone
Executive 7 7 4
Sales 2 2 2
General 2 2 1

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