Klingenstein Fields Advisors Revenue and Competitors

Location

N/A

Total Funding

Fintech

Industry

Estimated Revenue & Valuation

  • Klingenstein Fields Advisors's estimated annual revenue is currently $6.4M per year.(i)
  • Klingenstein Fields Advisors's estimated revenue per employee is $117,000

Employee Data

  • Klingenstein Fields Advisors has 55 Employees.(i)
  • Klingenstein Fields Advisors grew their employee count by 6% last year.

Klingenstein Fields Advisors's People

NameTitleEmail/Phone
1
Sr. VP & PartnerReveal Email/Phone
2
Chief Compliance Officer and VPReveal Email/Phone
3
vice president\CIOReveal Email/Phone
4
VP at Klingenstein Fields AdvisorsReveal Email/Phone
5
AVP, Client ServicesReveal Email/Phone
6
VP, Investor RelationsReveal Email/Phone
7
SVP & Director ResearchReveal Email/Phone
8
Director AnalyticsReveal Email/Phone
9
Director Research & SVPReveal Email/Phone
10
Partner - Director, Wealth PlanningReveal Email/Phone
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation
#1
$20M1401%N/AN/A
#2
$0.2M30%N/AN/A
#3
$12.6M97-19%N/AN/A
#4
$39.4M282-2%$161.4MN/A
#5
$28.4M203-5%$57MN/A
#6
$34.8M249-11%$40MN/A
#7
$16M123-12%N/AN/A
#8
$17.8M137-14%$115.9MN/A
#9
$1.1M14-50%N/AN/A
#10
$12M92-11%$64MN/A
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What Is Klingenstein Fields Advisors?

Klingenstein, Fields & Co., L.P., doing business as Klingenstein Fields Advisors ("KF Advisors"), is a privately owned investment management firm located in New York City, KF Advisors is a Registered Investment Adviser, founded in 1989 as successor organization to Wertheim Schroder Individual Capital Management. KF Advisors provides portfolio management and investment advisory services to high net worth individuals and families, trusts, estates, IRAs, charitable institutions, foundations, endowments, personal pension and profit-sharing plans, and private investment funds. KF Advisors appreciates the support of many loyal clients, business partners and friends, but we are limited in how we can discuss such matters in a social media forum. SEC rules for investment advisers prohibit our use of endorsements to promote or market our services. Accepting recommendations and endorsements on Linked In is viewed by the SEC as a violation of law, and, accordingly, we do not accept them as a matter of policy. KF Advisors is not responsible for nor does KF Advisors accept or condone any comments by third parties on these pages.

keywords:N/A

N/A

Total Funding

55

Number of Employees

$6.4M

Revenue (est)

6%

Employee Growth %

N/A

Valuation

N/A

Accelerator

Klingenstein Fields Advisors News

2022-04-17 - Altria Group, Inc. (NYSE:MO) Short Interest Update

Affinity Capital Advisors LLC grew its position in Altria Group by 4.1% in the fourth quarter. ... Klingenstein Fields & Co.

2022-04-06 - Invesco Water Resources ETF (NASDAQ:PHO) Shares ...

FDx Advisors Inc. grew its holdings in shares of Invesco Water Resources ETF (NASDAQ:PHO – Get Rating) by ... Klingenstein Fields & Co.

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
#1
$6.2M5531%$18.9M
#2
$10.1M5515%N/A
#3
$5.9M5512%N/A
#4
$9.9M55-4%N/A
#5
$11.2M556%N/A