KLEIN ASSET MANAGEMENT LLC

KLEIN ASSET MANAGEMENT LLC is an SEC-registered investment adviser (CRD 136536). Regulatory assets under management: $14.0M.

Registration

• CRD: 136536
• Type: Registered investment adviser
• Phone: 561-883-9421
• Latest filing: 2026-01-27
• Regulatory AUM: $14.0M
• Discretionary AUM: $14.0M
• Clients: 1
• Accounts: 37

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 136536 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search