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    Klingenstein Fields Wealth Advisors

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    Description

    • Klingenstein, Fields & Co., LLC,, doing business as Klingenstein Fields Wealth Advisors (KFWA), is a privately owned investment management firm located in New York City, KFWA is a Registered Investment Adviser, founded in 1989 as successor organization to Wertheim Schroder Individual Capital Management. KFWA provides portfolio management and investment advisory services to high net worth individuals and families, trusts, estates, IRAs, charitable institutions, foundations, endowments, personal pension and profit-sharing plans, and private investment funds.KFWA appreciates the support of many loyal clients, business partners and friends, but we are limited in how we can discuss such matters in a social media forum. SEC rules for investment advisers prohibit our use of endorsements to promote or market our services. Accepting recommendations and endorsements on Linked In is viewed by the SEC as a violation of law, and, accordingly, we do not accept them as a matter of policy. KFWA is not responsible for nor does KFWA accept or condone any comments by third parties on these pages.
    • location

      Headquarters:125 Park Avenue Suite 1700, New York, New York, United States

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    • Klingenstein Fields Wealth Advisors phone

      Phone Number: +1 212-492-7000

    • Klingenstein Fields Wealth Advisors website

      Website: https://www.klingenstein.com

    • Klingenstein Fields Wealth Advisors employees

      Employees:37

    • Klingenstein Fields Wealth Advisors revenue

      Revenue:$10 - 50M

    • Klingenstein Fields Wealth Advisors legal name

      Legal Name:Klingenstein Fields Wealth Advisors

    • Klingenstein Fields Wealth Advisors's Social Media

      Klingenstein Fields Wealth Advisors linkedin
    • done Is this data correct?

    • |  NAICS Code: 523930  |

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    Person level website identification

    Vice President\Chief Information Officer for Klingenstein Fields Wealth Advisors

    Michael Santamaria

    Vice President\Chief Information Officer

    Person level website visitor identification

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    View Employees

    Michael Santamaria

    Vice President\Chief Information Officer

    Susan Curry

    Chief Operating Officer And Senior Vice President

    Jonathan Roberts

    Senior Vice President, Chief Creative Officer And Member

    Frederick Klingenstein

    Chairman

    Ian Maccallum

    Partner

    Frequently Asked Questions regarding Klingenstein Fields Wealth Advisors

    • Where are Klingenstein Fields Wealth Advisors's Headquarters?

      Klingenstein Fields Wealth Advisors's Headquarters are in 125 Park Avenue Suite 1700,New York,New York,United States

    • What is Klingenstein Fields Wealth Advisors's phone number?

      Klingenstein Fields Wealth Advisors's phone number is +1 212-492-7000

    • What is Klingenstein Fields Wealth Advisors's official website?

      Klingenstein Fields Wealth Advisors's official website is https://www.klingenstein.com

    • What is Klingenstein Fields Wealth Advisors's Revenue?

      Klingenstein Fields Wealth Advisors's revenue is $10 - 50M

    • What is Klingenstein Fields Wealth Advisors's NAICS code?

      Klingenstein Fields Wealth Advisors's NAICS code is 523930

    • How many employees are working in Klingenstein Fields Wealth Advisors

      Klingenstein Fields Wealth Advisors has 37 employees

    • What is Klingenstein Fields Wealth Advisors's Industry?

      Klingenstein Fields Wealth Advisors is in the industry of Investment Management

    • Who is Klingenstein Fields Wealth Advisors's Vice President\Chief Information Officer?

      Klingenstein Fields Wealth Advisors's Vice President\Chief Information Officer is Michael Santamaria

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