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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 12-16-1988
- Office Locations
- 2
Office Locations
About Klingenstein Fields Advisors
Klingenstein Fields Advisors is an independent New York–based wealth manager serving families across generations. Dedicated teams build comprehensive wealth plans (cash management, asset preservation and growth) and design customized portfolios using a collaborative, research-based process with both traditional and nontraditional investments. High-touch service is supported by low client-to-advisor ratios and senior investment and planning involvement.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
JAMES WAGNER FIELDS
Co-Chief Executive Officer, Financial Advisor, General Partner, Limited Partner, President
- CRD
- #2702347
- Ownership
- 10% but less than 25%
KENNETH HARVEY FIELDS
Executive Chairman, Limited Partner
- CRD
- --
- Ownership
- 10% but less than 25%
Showing 2 of 8 owners & executives
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David Beck Raphael
Senior Advisor
- CRD
- #7754422
Showing 1 of 9 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,967,042,588 | $3,082,395 |
| Non-Discretionary | $731,790,713 | $33,263,214 |
| Total | $4,698,833,301 | $3,589,636 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Private Funds | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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