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Insights

Niche Market Focus Klingman and Associates specializes in high net worth individuals and their families, presenting an opportunity to offer personalized wealth management solutions and exclusive financial products tailored to affluent clients.

Comprehensive Service Model The firm's integrated approach, working with legal, insurance, and tax professionals, suggests potential for cross-selling complementary financial services and expanding partnerships with firms in these sectors.

Growth and Hiring Recent addition of a wealth advisor indicates ongoing growth and talent acquisition, signaling opportunities to introduce innovative financial tools and technologies to support expanded advisory teams.

Technology Stack Usage The company's existing use of website and digital tools, like WordPress and Google Tag Manager, provides a pathway to enhance digital marketing strategies, lead generation, and client engagement platforms.

Financial Capacity With revenue estimated between 25 and 50 million dollars, Klingman and Associates has significant financial capacity to invest in advanced advisory technologies, client management solutions, and targeted marketing initiatives.

Klingman and Associates, LLC, an Independent Registered Investment Advisor Tech Stack

Klingman and Associates, LLC, an Independent Registered Investment Advisor uses 8 technology products and services including UserWay, Open Graph, WordPress, and more. Explore Klingman and Associates, LLC, an Independent Registered Investment Advisor's tech stack below.

  • UserWay
    Accessibility
  • Open Graph
    Content Management System
  • WordPress
    Content Management System
  • Microsoft
    Miscellaneous
  • Google Tag Manager
    Tag Management
  • YouTube
    Video Players
  • X-Content-Type-Options
    Web & Portal Technology
  • prettyPhoto
    Web Tools And Plugins

Klingman and Associates, LLC, an Independent Registered Investment Advisor's Email Address Formats

Klingman and Associates, LLC, an Independent Registered Investment Advisor uses at least 2 format(s):
Klingman and Associates, LLC, an Independent Registered Investment Advisor Email FormatsExamplePercentage
FLast@klingmanandassociates.comJDoe@klingmanandassociates.com
92%
First.Last@klingmanandassociates.comJohn.Doe@klingmanandassociates.com
8%
FLast@klingmanria.comJDoe@klingmanria.com
94%
First.Last@klingmanria.comJohn.Doe@klingmanria.com
6%

Frequently Asked Questions

Where is Klingman and Associates, LLC, an Independent Registered Investment Advisor's headquarters located?

Minus sign iconPlus sign iconKlingman and Associates, LLC, an Independent Registered Investment Advisor's main headquarters is located at 120 West 45th Street Suite 3800 New York, New York 10036 United States. The company has employees across 1 continents, including North America.

What is Klingman and Associates, LLC, an Independent Registered Investment Advisor's phone number?

Minus sign iconPlus sign icon You can contact Klingman and Associates, LLC, an Independent Registered Investment Advisor's main corporate office by phone at
+1-212-336-****
. 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 Klingman and Associates, LLC, an Independent Registered Investment Advisor's official website and social media links?

Minus sign iconPlus sign iconKlingman and Associates, LLC, an Independent Registered Investment Advisor's official website is klingmanria.com and has social profiles on LinkedIn.

What is Klingman and Associates, LLC, an Independent Registered Investment Advisor's SIC code NAICS code?

Minus sign iconPlus sign iconKlingman and Associates, LLC, an Independent Registered Investment Advisor's SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies NAICS code is 52 - Finance and Insurance.

How many employees does Klingman and Associates, LLC, an Independent Registered Investment Advisor have currently?

Minus sign iconPlus sign iconAs of April 2026, Klingman and Associates, LLC, an Independent Registered Investment Advisor has approximately 28 employees across 1 continents, including North America. Key team members include Chief Operating Officer: M. P.Chief Of Staff: B. H.Founder And President: G. K.. Explore Klingman and Associates, LLC, an Independent Registered Investment Advisor's employee directory with LeadIQ.

What industry does Klingman and Associates, LLC, an Independent Registered Investment Advisor belong to?

Minus sign iconPlus sign iconKlingman and Associates, LLC, an Independent Registered Investment Advisor operates in the Financial Services industry.

What technology does Klingman and Associates, LLC, an Independent Registered Investment Advisor use?

Minus sign iconPlus sign iconKlingman and Associates, LLC, an Independent Registered Investment Advisor's tech stack includes UserWayOpen GraphWordPressMicrosoftGoogle Tag ManagerYouTubeX-Content-Type-OptionsprettyPhoto.

What is Klingman and Associates, LLC, an Independent Registered Investment Advisor's email format?

Minus sign iconPlus sign iconKlingman and Associates, LLC, an Independent Registered Investment Advisor's email format typically follows the pattern of FLast@klingmanandassociates.com. Find more Klingman and Associates, LLC, an Independent Registered Investment Advisor email formats with LeadIQ.

When was Klingman and Associates, LLC, an Independent Registered Investment Advisor founded?

Minus sign iconPlus sign iconKlingman and Associates, LLC, an Independent Registered Investment Advisor was founded in 1986.

Klingman and Associates, LLC, an Independent Registered Investment Advisor

Financial ServicesNew York, United States11-50 Employees

Klingman and Associates, LLC is a comprehensive wealth management company that provides financial planning services and independent investment advice to high net worth individuals and their families. We work with an extensive network of legal, insurance and tax professionals to provide one cohesive wealth management solution for our clients.

We believe our role as your financial advisor is to provide you with comprehensive financial guidance in all aspects of your financial life ... not just your investment portfolio. Our entire team is dedicated to this objective and to doing so with the impeccable level of personalized service that you deserve.

To learn more about Klingman & Associates, visit https://www.klingmanria.com/

Section iconCompany Overview

Headquarters
120 West 45th Street Suite 3800 New York, New York 10036 United States
Phone number
+1-212-336-****
Website
klingmanria.com
SIC Code
6211 - Security Brokers, Dealers, and Flotation Companies
NAICS Code
52 - Finance and Insurance
Founded
1986
Employees
11-50

Section iconMedia & News

Section iconFunding & Financials

  • $25M$50M

    Klingman and Associates, LLC, an Independent Registered Investment Advisor's revenue is estimated to be in the range of $25M$50M

Section iconFunding & Financials

  • $25M$50M

    Klingman and Associates, LLC, an Independent Registered Investment Advisor's revenue is estimated to be in the range of $25M$50M

Company Leadership

  • Stylized image of a person
    M. P.
    Chief Operating Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    B. H.
    Chief Of Staff
    Phone icon
    Mobile Phone
  • Stylized image of a person
    G. K.
    Founder And President
    Phone icon
    Mobile Phone
  • Stylized image of a person
    D. D.
    Director Of Investments
    Phone icon
    Mobile Phone
  • Stylized image of a person
    C. L.
    Director Of Client Services
    Phone icon
    Mobile Phone

Employee Directory

  • Stylized image of a person
    C. C.
    Director Of Operations
    Phone icon
    Mobile Phone
  • Stylized image of a person
    R. K.
    Office Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    S. F. K.
    Manager, Client Information Systems
    Phone icon
    Mobile Phone
  • Stylized image of a person
    G. C.
    Manager, Client Service & Operations
    Phone icon
    Mobile Phone
  • Stylized image of a person
    A. G.
    Office Manager
    Phone icon
    Mobile Phone

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