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Klingenstein Fields Wealth Advisors

Overview

Articles

Insights

There are no insights from this firm to display at this time.

Assets

Assets

Last updated on July 25, 2019
    • $3.5B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 1K
      Accounts
    • $2.9M
      Estimated Average Account Balance

Services

Firm Services

There is no Services data available to display at this time.

Firm Client types

There is no client type data to display at this time.

Advisors

Current Advisors

# of advisors

1

name start date
Jonathan Roberts
March 2005

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    K Investments Manager, LLC -- --

      Leadership

      Ownership

      There is no ownership data available to display at this time.

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Kenneth Fields Member, Co-Chairman January, 2009 10% to 25%
      Susan Curry Member, Sr. Vice President, Coo January, 1999 5% to 10%
      James Fields Member, President January, 2009 5% to 10%
      Kenneth Pollinger Member, Co-Chairman, Ceo January, 2013 5% to 10%
      Jonathan Roberts Member, Sr. Vice President January, 1993 5% to 10%
      Maria Chambers Vice President, Chief Compliance Officer January, 2017 less than 5%
      Yuh-Yng Lee Member, Sr. Vice President, Cfo January, 2011 less than 5%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets
        • Fixed Fees