Klein Wealth Management
Finance · Oregon, United States · 1-10 Employees
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Overview
Headquarters
401 NE 19th Ave Ste 150, Portland, Orego...Phone Number
(503) 208-7460Website
www.kleinportal.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
1
1
1
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1
About Klein Wealth Management
Klein Wealth Management is an independent financial advisory firm that specializes in long-term investment planning and retirement strategies. With over 23 years of experience, they provide tailored investment strategies focused on preserving and managing wealth for individuals and families. Their services include financial guidance, retirement planning, and the creation of low-cost mutual fund portfolios. The firm prioritizes transparent communication and aims to build trust with clients by acting in their best interests.Explore more
Klein Wealth Management Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
<$5M
1-10
Private
-
2014
MZ
Mitchell ZidesPresident & Senior Independent Fee Wealth Advisor & Only Financial Planner & Portfolio Manager
Company Profile Activity
Activity Insights
Klein Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Klein Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Klein Wealth Management.
Klein Wealth Management Tech Stack
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Klein Wealth Management is an independent financial advisory firm that specializes in long-term investment planning and retirement strategies. With over 23 years of experience, they provide tailored investment strategies focused on preserving and managing wealth for individuals and families. Their services include financial guidance, retirement pla... Read More
