Insights

High Net Worth Focus Klingman and Associates specializes in wealth management for high net worth individuals and families, presenting opportunities to offer premium financial solutions, estate planning, and exclusive investment opportunities tailored to affluent clients.

Expanding Advisory Team The recent hiring of Michelle McKinnon as Wealth Advisor indicates the firm’s growth and commitment to expanding personalized client services, opening avenues for partnerships with supporting financial and legal professionals.

Technology Stack Leverage Utilizing advanced technologies like Amazon Web Services, MySQL, and Sentry suggests an openness to integrating innovative financial planning tools, creating possibilities for technology-driven solutions and cybersecurity service offerings.

Strong Revenue Base With revenue ranging between 25 and 50 million dollars, Klingman and Associates demonstrates a solid financial position, making it a credible partner for premium financial products, investment platforms, and strategic alliances.

Market Positioning Operating within a competitive financial services landscape with firms of similar or larger size indicates an opportunity to differentiate through personalized service, comprehensive wealth management, and leveraging its independent advisor model.

Similar companies to Klingman and Associates, LLC

Klingman and Associates, LLC Tech Stack

Klingman and Associates, LLC uses 8 technology products and services including Ruxit, Amazon Web Services, MySQL, and more. Explore Klingman and Associates, LLC's tech stack below.

Ruxit
Analytics
Amazon Web Services
Cloud Hosting
MySQL
Database
Sentry
Issue Trackers
jQuery Migrate
Javascript Libraries
Priority Hints
Performance
WP Engine
Platform As A Service
EmbedPress
Widgets

Media & News

Klingman & Associates hires Michelle McKinnon as Wealth Advisor.
Klingman & Associates ("Klingman"), a leading independent wealth management firm, announced that Michelle McKinnon, CFP ® has joined the firm as a Wealth Advisor.
Nov 13, 2019 | www.prnewswire.com

Klingman and Associates, LLC's Email Address Formats

Klingman and Associates, LLC uses at least 2 format(s):

Klingman and Associates, LLC Email Formats	Example	Percentage
FLast@klingmanandassociates.com	JDoe@klingmanandassociates.com	92%
First.Last@klingmanandassociates.com	John.Doe@klingmanandassociates.com	8%
FLast@klingmanria.com	JDoe@klingmanria.com	94%
First.Last@klingmanria.com	John.Doe@klingmanria.com	6%

Frequently Asked Questions

Where is Klingman and Associates, LLC's headquarters located?

Klingman and Associates, LLC'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's phone number?

You can contact Klingman and Associates, LLC'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's official website and social media links?

Klingman and Associates, LLC's official website is klingmanria.com and has social profiles on LinkedIn.

What is Klingman and Associates, LLC's SIC code NAICS code?

Klingman and Associates, LLC'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 have currently?

As of March 2026, Klingman and Associates, LLC 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's employee directory with LeadIQ.

What industry does Klingman and Associates, LLC belong to?

Klingman and Associates, LLC operates in the Financial Services industry.

What technology does Klingman and Associates, LLC use?

Klingman and Associates, LLC's tech stack includes RuxitAmazon Web ServicesMySQLSentryjQuery MigratePriority HintsWP EngineEmbedPress.

What is Klingman and Associates, LLC's email format?

Klingman and Associates, LLC's email format typically follows the pattern of FLast@klingmanandassociates.com. Find more Klingman and Associates, LLC email formats with LeadIQ.

When was Klingman and Associates, LLC founded?

Klingman and Associates, LLC was founded in 1986.

Klingman and Associates, LLC

Q: How many employees does Klingman and Associates, LLC have currently?

Klingman and Associates, LLC has approximately 28 employees.

Q: What technology does Klingman and Associates, LLC use?

Klingman and Associates, LLC's tech stack includes Microsoft, jQuery Migrate, EmbedPress, Priority Hints, YouTube.

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/

Company 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