KLINGENSTEIN FIELDS ADVISORS

125 Park Avenue
Suite 1700
New York, New York 10017-5529
Tel: 212-492-7000

About KLINGENSTEIN FIELDS ADVISORS

KLINGENSTEIN FIELDS ADVISORS, formally registered with the SEC as KLINGENSTEIN FIELDS ADVISORS. The firm was established in 12/16/1988. They have over 2 offices throughout the country.

KLINGENSTEIN FIELDS ADVISORS is a New York, New York based Financial Planning firm with nearly $4,590,005,998 assets under management, offering retirement planning & investment advisory services to 1301 clients. The firm is staffed with 40 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	105907
SEC#	801-33347
Assets Managed by Firm	$4,590,005,998
No. of Clients	1301
No. of Advisors	40

Fee Structure

A percentage of AUM
Fixed fees
Performance Based

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	1301	$4,590,005,998
Individuals (other than high net worth individuals)	248	$53,755,417
High net worth individuals	958	$3,504,147,144
Pension and profit sharing plans	2	$1,221,580
Charitable organizations	47	$367,583,270
Corporations or other businesses	32	$227,285,779

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