Klingman & Associates

EST. AUM
$5,664,692,453

CONTACTS
15

CLIENT ACCOUNTS
3,532

Firm Details

Metro area New York City
CRD Number 125618
Website klingmanria.com
Client types

Overview

Gerry Klingman founded Klingman & Associates in the mid-1980s with a clear purpose: to create a wealth management firm built on achieving financial success for clients. Its commitment to building relationships by providing highly personalized wealth advice to high-net-worth families helped spur the growth of its increasingly multigenerational client base. To ensure generational continuity, the firm has expanded its leadership team, adding specialized professionals who share its passion for service. At the same time, it has made significant investments in people and technology, with an eye toward empowering the next generation of Klingman leaders and advisors. Over the years, its founding mission has expanded: it is focused on helping its clients and their families—and the people who serve them—achieve their life’s goals and dreams. Today, Klingman advises $3+ billion in assets backed by a purpose-driven platform that is built to last.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Klingman & Associates

Platform Details

Investment Preferences

Alternative Activity

Address

Products & Services

Resources

Podcasts

Events

Company