Insights

High Net Worth Focus Klingenstein Fields Advisors specializes in providing investment management and advisory services to high net worth individuals, families, and private foundations, indicating strong potential for premium financial products and personalized wealth management solutions.

Strong Industry Recognition The firm has been repeatedly recognized among Barron’s Top 100 RIA Firms, which enhances its credibility and suggests opportunities for partnership offerings aimed at maintaining or boosting industry status.

Recent Leadership Expansion The hiring of a new Managing Director in South Florida demonstrates growth ambitions in key regions, presenting sales prospects for regionalized services, innovative solutions, and strategic alliances to support expansion efforts.

Asset Growth Trajectory With assets under management exceeding four billion dollars, Klingenstein Fields' expanding AUM signals ongoing client acquisition and retention, creating opportunities for tailored investment products, reporting tools, and asset management technology.

Digital and Analytics Tools The firm utilizes a modern tech stack including Google Analytics and client management platforms, indicating openness to digital solutions, data-driven insights, and technology partnerships to enhance client engagement and operational efficiency.

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Klingenstein Fields Advisors Tech Stack

Klingenstein Fields Advisors uses 8 technology products and services including Allyant, CookieYes, jQuery, and more. Explore Klingenstein Fields Advisors's tech stack below.

  • Allyant
    Accessibility
  • CookieYes
    Cookie Compliance
  • jQuery
    Javascript Libraries
  • SiteGround
    Platform As A Service
  • reCAPTCHA
    Security
  • Google Analytics
    Web Analytics
  • Express
    Web Frameworks
  • AddToAny Share Buttons
    Web Platform Extensions

Media & News

Klingenstein Fields Advisors's Email Address Formats

Klingenstein Fields Advisors uses at least 1 format(s):
Klingenstein Fields Advisors Email FormatsExamplePercentage
First.Last@klingenstein.comJohn.Doe@klingenstein.com
91%
LastF@klingenstein.comDoeJ@klingenstein.com
6%
Last.First@klingenstein.comDoe.John@klingenstein.com
2%
Fir.Last@klingenstein.comJoh.Doe@klingenstein.com
1%

Frequently Asked Questions

Where is Klingenstein Fields Advisors's headquarters located?

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Klingenstein Fields Advisors's main headquarters is located at 125 Park Avenue, Suite 1700. The company has employees across 1 continents, including North America.

What is Klingenstein Fields Advisors's phone number?

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You can contact Klingenstein Fields Advisors's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Klingenstein Fields Advisors's official website and social media links?

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Klingenstein Fields Advisors's official website is klingenstein.com and has social profiles on LinkedIn.

How much revenue does Klingenstein Fields Advisors generate?

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As of December 2025, Klingenstein Fields Advisors's annual revenue is estimated to be $8.6M.

What is Klingenstein Fields Advisors's SIC code NAICS code?

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Klingenstein Fields Advisors's SIC code is 6282 - Investment Advice NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Klingenstein Fields Advisors have currently?

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As of December 2025, Klingenstein Fields Advisors has approximately 43 employees across 1 continents, including North America. Key team members include Chief Compliance Officer: M. C.Chief Operating Officer, Partner: S. H. C.Chief Financial Officer: J. S.. Explore Klingenstein Fields Advisors's employee directory with LeadIQ.

What industry does Klingenstein Fields Advisors belong to?

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Klingenstein Fields Advisors operates in the Investment Management industry.

What technology does Klingenstein Fields Advisors use?

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Klingenstein Fields Advisors's tech stack includes AllyantCookieYesjQuerySiteGroundreCAPTCHAGoogle AnalyticsExpressAddToAny Share Buttons.

What is Klingenstein Fields Advisors's email format?

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Klingenstein Fields Advisors's email format typically follows the pattern of First.Last@klingenstein.com. Find more Klingenstein Fields Advisors email formats with LeadIQ.

When was Klingenstein Fields Advisors founded?

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Klingenstein Fields Advisors was founded in 1989.

Klingenstein Fields Advisors

Investment ManagementNew York, United States11-50 Employees

Klingenstein, Fields & Co., L.P., doing business as Klingenstein Fields Advisors ("KF Advisors"), is a privately owned investment management firm with offices in New York City and West Palm Beach, FL. KF Advisors is a Registered Investment Adviser, founded in 1989 as successor organization to Wertheim Schroder Individual Capital Management. KF Advisors 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.

KF Advisors 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. KF Advisors is not responsible for nor does KF Advisors accept or condone any comments by third parties on these pages.

Section iconCompany Overview

Headquarters
125 Park Avenue, Suite 1700
Phone number
SIC Code
6282 - Investment Advice
NAICS Code
5239 - Other Financial Investment Activities
Founded
1989
Employees
11-50

Section iconFunding & Financials

  • $50M$100M

    Klingenstein Fields Advisors's revenue is estimated to be in the range of $50M$100M

Section iconFunding & Financials

  • $50M$100M

    Klingenstein Fields Advisors's revenue is estimated to be in the range of $50M$100M

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