KLINGENSTEIN FIELDS ADVISORS

125 Park Ave
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 05/29/2019. They have over 2 offices throughout the country.

KLINGENSTEIN FIELDS ADVISORS is a New York, New York based Financial Planning firm with nearly $0 assets under management, offering retirement planning & investment advisory services to 0 clients. The firm is staffed with 7 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	304186
SEC#	801-116774
Assets Managed by Firm	$0
No. of Clients	0
No. of Advisors	7

Fee Structure

A percentage of AUM
Fixed fees

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
Other (CONSULTING SERVICES TO NON-PROFIT ORGANIZATIONS)

Firm Client Information

	No. of Clients	AUM

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