Overview
Assets Under Management: $307 million
Headquarters: CINCINNATI, OH
High-Net-Worth Clients: 219
Average Client Assets: $1 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 219
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 82.21
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 1,037
Discretionary Accounts: 1,034
Non-Discretionary Accounts: 3
Regulatory Filings
CRD Number: 289345
Last Filing Date: 2025-02-24 00:00:00
Website: https://kleinfeldercapital.com