Klingman & Associates

Finance · New York, United States · 11-50 Employees

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Overview

Headquarters

120 W 45th St Ste 3800, New York City, N...

Phone Number

(212) 867-7647

Revenue

$6.5 Million

Industry

Finance Securities Trading
ZI Rank: 3
Signal Type
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ZI Rank
1
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About Klingman & Associates

Klingman & Associates, LLC offers comprehensive wealth management services tailored to high net worth families, entrepreneurs, and professionals, focusing on enhancing and sustaining wealth across generations. Their independent approach leverages decades of experience to provide personalized financial planning, investment management, and estate planning. The firm emphasizes building enduring relationships with clients, ensuring that their financial strategies evolve with changing life circumstances. With a commitment to understanding each client's unique goals, Klingman & Associates aims to simplify the complexities of personal and financial management.Explore more
Klingman & Associates's Social MediaPopular SearchesKlingman & Associates LLCKlingman and Associates LLCKlingman & AssociatesKlingman AssociatesGerard Klingman CFP ®SIC Code 62,628NAICS Code 52,523Show more

Klingman & Associates Org Chart

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MP
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Chief Operating Officer

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GK
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Founder & President

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CC
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Director, Operations

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Klingman & Associates

$6.5M
11-50
Private
-
1986
MP
Michael PaleyChief Operating Officer
<$5M
11-50
Private
<$5M
2008
LH
Larry HarveyFounder & CEO
<$5M
1-10
Private
<$5M
2005
N/A
<$5M
1-10
Private
-
2008
LF
Loui FishManager, Marketing
<$5M
1-10
Private
-
2012
<$5M
1-10
Private
-
2004
David Gillespie, Founder & Managing Principal at DKG Financial
David GillespieFounder & Managing Principal
<$5M
1-10
Private
-
2015
MB
Matthew BorowskyDirector, Business Development
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Klingman & Associates is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Klingman & Associates is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Klingman & Associates.

Klingman & Associates Tech Stack

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Klingman & Associates News & Media

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Frequently Asked Questions Regarding Klingman & Associates

What is Klingman & Associates's official website?
Klingman & Associates's official website is www.klingmanria.com
What is Klingman & Associates's Revenue?
Klingman & Associates's revenue is $6.5 Million
What is Klingman & Associates's SIC code?
Klingman & Associates's SIC: 62,628
What is Klingman & Associates's NAICS code?
Klingman & Associates's NAICS: 52,523
How many employees does Klingman & Associates have?
Klingman & Associates has 11-50 employees
What industry does Klingman & Associates belong to?
Klingman & Associates is in the industry of: Finance, Securities Trading
What is Klingman & Associates competition?
Klingman & Associates top competitors include: Pillar Wealth Management, Fortis Wealth Management, Sierra Pacific Financial Advisors, HFG Wealth Management
What technology does Klingman & Associates use?
Some of the popular technologies that Klingman & Associates uses are: WooCommerce, WordPress.org, Cloudflare Website Optimization, Proofpoint
How do I contact Klingman & Associates?
Klingman & Associates contact info: Phone number: (212) 867-7647 Website: www.klingmanria.com
What does Klingman & Associates do?

Klingman & Associates, LLC offers comprehensive wealth management services tailored to high net worth families, entrepreneurs, and professionals, focusing on enhancing and sustaining wealth across generations. Their independent approach leverages decades of experience to provide personalized financial planning, investment management, and estate pla... nning. The firm emphasizes building enduring relationships with clients, ensuring that their financial strategies evolve with changing life circumstances. With a commitment to understanding each client's unique goals, Klingman & Associates aims to simplify the complexities of personal and financial management.Read More

What are Klingman & Associates social media links?
Klingman & Associates Linkedin page Klingman & Associates Twitter page Klingman & Associates Facebook page
Is Klingman & Associates a public company?
Klingman & Associates is private company therefore does not currently have an official ticker symbol
See more information about Klingman & Associates

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