K
CRD: 136536
Klein Asset Management LLC
Boca Raton, FL
5618839421
$14.0M Total AUM
$14.0M Disc. AUM
-- 3Y CAGR
1 Employees
29 ADV. Clients
20 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-22-2005
- Office Locations
- 1
Office Locations
-- Boca Raton FL
About Klein Asset Management LLC
Klein Asset Management LLC is a Boca Raton-based RIA. The firm has been operating for 20 years. Managing $14.0M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management.
Team overview
71 AVG AGE
$14.0M AVG AUM / ADVISOR
$482.8K AVG AUM / CLIENT
20.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
20yrs Firm Age
Insights
Open the full profile to inspect shifts in eagle quantum.
Upgrade to reveal position-level detail across crest harbor.
Request access to benchmark trends tied to timber fusion.
See the complete signal summary connected to value.
See the complete signal summary connected to crest.
Full visibility includes strategy notes for eagle momentum.
Premium access reveals conviction themes in wave optima.
Unlock to see real insight on pioneer momentum.
Services
Signal vital
Owner & Executives
HOWARD ALAN KLEIN
Chief Compliance Officer, Managing Partner
- CRD
- #2279848
- Ownership
- 75% or more
(203) 541-7207
unison.vital@meridiancapital.com
in linkedin.com/in/harbor-momentum
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $14,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $14,000,000 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $14,000,000
Equity - Exchange:
53.5% Cash:
11.8% Other:
34.7% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $841,460,371 | 53.5% |
| Cash | $185,593,129 | 11.8% |
| Other | $545,769,623 | 34.7% |
| Total | $1,572,823,123 | 100.0% |