Overview
Assets Under Management: $174 million
High-Net-Worth Clients: 65
Average Client Assets: $2 million
Frequently Asked Questions
KLEINHENZ & ASSOCIATES LTD. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #146015), KLEINHENZ & ASSOCIATES LTD. is subject to fiduciary duty under federal law.
KLEINHENZ & ASSOCIATES LTD. serves 65 high-net-worth clients according to their SEC filing dated February 19, 2025. View client details ↓
According to their SEC Form ADV, KLEINHENZ & ASSOCIATES LTD. offers portfolio management for individuals. View all service details ↓
KLEINHENZ & ASSOCIATES LTD. manages $174 million in client assets according to their SEC filing dated February 19, 2025.
According to their SEC Form ADV, KLEINHENZ & ASSOCIATES LTD. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 65
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 91.80
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 206
Discretionary Accounts: 206
Regulatory Filings
CRD Number: 146015
Last Filing Date: 2025-02-19 00:00:00
Website: https://k-altd.com