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

Klingman and Associates, LLC's NAICS code is 52 (Finance and Insurance).

Insights

High Net Worth Focus Klingman and Associates specializes in serving high net worth individuals and families, indicating a readiness to engage with premium financial services and customized wealth management solutions.

Integrated Advisory Approach The company's collaboration with legal, insurance, and tax professionals suggests an openness to developing comprehensive, multi-disciplinary financial planning partnerships.

Growing Team Talent The recent hiring of Michelle McKinnon as a Wealth Advisor highlights an active effort to expand expert staff, creating opportunities to offer new or enhanced advisory services.

Revenue Range & Stability With reported revenues between $25 million and $50 million, Klingman and Associates demonstrates stable financial health, which can be leveraged to package premium services or cross-sell advanced solutions.

Technology Utilization The use of diverse software tools across financial analysis, client engagement, and web infrastructure indicates a tech-savvy environment open to integrating innovative digital solutions to improve client experiences.

Similar companies to Klingman and Associates, LLC

Klingman and Associates, LLC Tech Stack

Klingman and Associates, LLC uses 8 technology products and services including TrackJS, FactSet, Mailchimp, and more. Explore Klingman and Associates, LLC's tech stack below.

TrackJS
Analytics
FactSet
Business Intelligence
Mailchimp
Email
JSON-LD
Javascript Frameworks
Moment.js
Javascript Libraries
Elementor
Page Builders
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

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 July 2026, Klingman and Associates, LLC has approximately 29 employees across 1 continents, including North America. Key team members include Chief Of Staff: B. H.Senior Associate: M. W.Wealth Advisor: M. M.. 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 TrackJSFactSetMailchimpJSON-LDMoment.jsElementorWP 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 29 employees.

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

Klingman and Associates, LLC's tech stack includes Sophos Email Gateway, Genesis blocks, Cloudflare, Cloudflare Bot Management, Plyr.

Financial ServicesNew York, United States11-50 Employees

Klingman and Associates, LLC operates in the financial services field as a wealth management practice that provides comprehensive financial planning alongside unbiased investment guidance. It targets high net worth individuals and their families and works with a network of legal, insurance, and tax professionals to deliver cohesive wealth solutions. The firm emphasizes delivering comprehensive financial guidance across all aspects of a client’s finances, coupled with a high level of personalized service. 

Based in New York City, New York, the company identifies as an independent advisor within the wealth management space and operates as a small to mid-sized practice. A notable personnel development occurred in 2019, when Michelle McKinnon joined the firm as a Wealth Advisor. More information about Klingman & Associates can be found on its website, klingmanria.com.