Company Overview
- Headquarters
- 125 Park Avenue, Suite 1700, New York NY
- Website
- klingenstein.com
- Phone
- (212) 492-7000
- Employees
- 38
- Founded in
- 1989
- Industry
- Investment Bank/Securities Brokerage
Financials & Stats
Revenue
$10B
Who is Klingenstein Fields Co LLC
Klingenstein Fields Co LLC, operating as Klingenstein Fields Advisors, is a privately owned investment management firm headquartered in New York City. Founded in 1989, the firm serves as a successor organization to Wertheim Schroder Individual Capital Management. Klingenstein Fields Advisors employs 38 individuals. Klingenstein Fields Advisors offers portfolio management and investment advisory services to a diverse clientele. These include high net worth individuals and families, trusts, estates, IRAs, charitable institutions, foundations, endowments, personal pension and profit-sharing plans, and private investment funds. Klingenstein Fields Advisors adheres to strict ethical guidelines, particularly regarding endorsements. Due to SEC regulations, the firm refrains from accepting recommendations or endorsements on platforms like LinkedIn, viewing such practices as a violation of investment advisor laws. For inquiries or further information, please visit Klingenstein Fields Advisors' website at klingenstein.com.
Company Leadership
Klingenstein Fields Co LLC Industry Tags
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