What departments does Klingman and Associates, LLC have?

Klingman and Associates, LLC has employees across 3 departments including Operations, Consultant, Finance.

What is the largest department at Klingman and Associates, LLC?

The largest department at Klingman and Associates, LLC is Consultant with 2 employees.

Where are Klingman and Associates, LLC employees located globally?

Klingman and Associates, LLC has employees across 1 continents and 1 countries including United States Of America.

How has Klingman and Associates, LLC's team size changed over time?

Klingman and Associates, LLC's team has decreased from approximately 29 to 28 employees based on available data.

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Klingman and Associates, LLC Employee Directory

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.

Klingman and Associates, LLC Global Highlights

North America
31

United States Of America
31

Klingman and Associates, LLC's Leadership

B. H.
Chief Of Staff
Mobile Phone
Email
M. W.
Senior Associate
Mobile Phone
Email
M. M.
Wealth Advisor
Mobile Phone
Email
J. C.
Ai And Data Science Recruitment Consultant
Mobile Phone
Email
T. N.
Financial Planning Associate
Mobile Phone
Email

Klingman and Associates, LLC Employee Metrics

100%

50%

2026

2025

Banking
Finance
Business
Business Development
Community & Social Services
Other

Contact profiles from Klingman and Associates, LLC

Name

Title

Contact Info

Location

Last Update

B. H.
Chief Of Staff
Mobile Phone
Email
Oct 17, 2024
M. W.
Senior Associate
Mobile Phone
Email
Jun 30, 2026
M. M.
Wealth Advisor
Mobile Phone
Email
Jun 08, 2026
J. C.
Ai And Data Science Recruitment Consultant
Mobile Phone
Email
Oct 22, 2024
T. N.
Financial Planning Associate
Mobile Phone
Email
Oct 21, 2024

Frequently Asked Questions

What is Klingman and Associates, LLC known for?

Klingman and Associates, LLC was founded in 1986 operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-212-336-****

. Explore Klingman and Associates, LLC's company overview page for more information.

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

Klingman and Associates, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Klingman and Associates, LLC email formats with LeadIQ.

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

Klingman and Associates, LLC has approximately 29 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Klingman and Associates, LLC's key employees and leadership?

As of July 2026, Klingman and Associates, LLC's key employees include:

Chief Of Staff: B. H.
Senior Associate: M. W.
Wealth Advisor: M. M.
Ai And Data Science Recruitment Consultant: J. C.
Financial Planning Associate: T. N.

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Klingman and Associates, LLC Employee Directory

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