Klingenstein, Fields
Highly Engaged Employees
Highly Engaged EmployeesFinance · New York, United States · 11-50 Employees
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Overview
Headquarters
125 Park Ave Rm 1700, New York City, New...Phone Number
(212) 492-6178Website
www.klingenstein.comRevenue
$15.5 MillionIndustry
ZI Rank: 1
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ZI Rank
2
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About Klingenstein, Fields
Klingenstein Fields Advisors specializes in personalized wealth and investment management services tailored to the unique financial goals of high-net-worth individuals, families, and nonprofit organizations. The firm emphasizes a client-centric approach, developing customized solutions for complex financial needs while ensuring disciplined investment management. With a focus on long-term relationships, Klingenstein Fields Advisors leverages generations of experience to provide high-touch service and dedicated teams. Their comprehensive planning considers clients' current assets, tax status, and preferences to create effective wealth management strategies.Explore more
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Klingenstein, Fields News & Media
Klingenstein Fields Wealth Advisors will now be known as Klingenstein Fields Advisors
NEW YORK, Aug. 26, 2020 /PRNewswire/ -- Klingenstein Fields Wealth Advisors (KFWA) announced today that, together with its affiliate, KF Group, LP, with which it conducts a fully-integrated advisory business, it is now operating under the brand name Klingenstein Fields Advisors (KF...Andrew Crofton Joins Klingenstein Fields Wealth Advisors as Managing Director
NEW YORK, May 6, 2020 /PRNewswire/ -- Klingenstein Fields Wealth Advisors (KFWA), a wealth management firm with approximately $4 billion in assets under management, is pleased to announce that Andrew Crofton has joined the firm as a Managing Director. In this role, Mr. Crofton will be...The Solaris Group, LLC Joins Klingenstein Fields
NEW YORK, June 18, 2019 /PRNewswire/ -- The Solaris Group (Solaris), a New York-based wealth advisor and investment consultant to non-profit organizations, today announced that it is joining KF Group LP, an affiliate of Klingenstein Fields Wealth Advisors (KFWA), a complementary wealth...Klingenstein Fields Wealth Advisors Acquires the Assets of The Solaris Group, LLC
NEW YORK, June 14, 2019 /PRNewswire/ -- Klingenstein Fields Wealth Advisors (KFWA), a leading independent wealth advisor based in New York, today announced the acquisition, through its affiliate KF Group LP, of the assets of The Solaris Group, LLC (Solaris), a complementary New York-based ...
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Klingenstein Fields Advisors specializes in personalized wealth and investment management services tailored to the unique financial goals of high-net-worth individuals, families, and nonprofit organizations. The firm emphasizes a client-centric approach, developing customized solutions for complex financial needs while ensuring disciplined investme... Read More
