KLEIN FINANCIAL ADVISORS, INC.
CRD #128910 SEC #801-121060 NEWPORT BEACH, CA 949-477-4990
SEC Registered
Total AUM
$121M
Discretionary
$119M
Employees
2
Clients
101
Accounts
286
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2021 | $121M | $119M | $2M | 2 | 8 |
DateMar 2021
Total AUM$121M
Discretionary$119M
Non-Disc.$2M
Employees2
Clients8