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Klingenstein Fields Advisors

Klingenstein Fields Advisors Employee Directory

Financial ServicesNew 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 located in New York City, 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.

Find Klingenstein Fields Advisors employees' phone numbers or email addresses

Klingenstein Fields Advisors Global Highlights

Location
Employees

North America
72

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  • United States Of America
    72

Klingenstein Fields Advisors's Leadership

Klingenstein Fields Advisors Employee Metrics

100%
50%
0%
2024
2023
  • Research
  • Analytics
  • Operations
  • Administrative
  • Customer Success
  • Other

Contact profiles from Klingenstein Fields Advisors

Name
Title
Contact Info
Location
Last Update

Frequently Asked Questions

What is Klingenstein Fields Advisors known for?

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Klingenstein Fields Advisors was founded in 1989 operates in the Financial Services industry. The company's main headquarters is located in 125 Park Avenue Suite 1700 New York, NY 10017 US; you can contact the main corporate office by phone at . Explore Klingenstein Fields Advisors's company overview page for more information.

What is Klingenstein Fields Advisors's most common email format?

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Klingenstein Fields Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Klingenstein Fields Advisors email formats with LeadIQ.

How many employees does Klingenstein Fields Advisors have currently?

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Klingenstein Fields Advisors has approximately 44 employees as of August 2024. These team members are located across 1 continents, including North America.

Who are Klingenstein Fields Advisors's key employees and leadership?

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As of August 2024, Klingenstein Fields Advisors's key employees include:

  • Chief Technology Officer: S. W.
  • Chief Financial Officer: J. S.
  • Chief Compliance Officer: M. C.
  • Vice President At Klingenstein Fields Advisors: E. C.
  • Head Of Client Relationship Management, Partner: J. S.

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