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Home > Retirement Planners > ohio > cincinnati > KLEINFELDER CAPITAL, INC.
KLEINFELDER CAPITAL, INC.
8050 Hosbrook Road
Suite 200
Cincinnati, Ohio 45236
Tel: (513) 808-9700
About KLEINFELDER CAPITAL, INC.
KLEINFELDER CAPITAL, INC, formally registered with the SEC as KLEINFELDER CAPITAL, INC. The firm was established in 08/24/2017. They have over 1 offices throughout the country.
KLEINFELDER CAPITAL, INC. is a Cincinnati, Ohio based Financial Planning firm with nearly $306,833,604 assets under management, offering retirement planning & investment advisory services to 1037 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 289345 |
| SEC# | 801-111047 |
| Assets Managed by Firm | $306,833,604 |
| No. of Clients | 1037 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1037 | $306,833,604 |
| Individuals (other than high net worth individuals) | 276 | $53,256,800 |
| High net worth individuals | 219 | $252,259,183 |
| Pension and profit sharing plans | 14 | $1,048,173 |
| Corporations or other businesses | Fewer than 5 clients | $269,448 |
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