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
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- 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
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Services
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Owner & Executives
H
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
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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 | -- |
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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% |