|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Kleinhenz & Associates Ltd
✚
|
|
|---|---|
| CRD # | 146015 |
| SEC # | 801-112556 |
| CIK # | |
| AUM | $173.8 M (2025-02-19) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 216-321-0889 |
| Address | |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 23 | 8.6 |
| (b) Individuals (high net worth individuals) | 65 | 159.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 5 | 5.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 206 | 173.8 |
| By Discretionary | ||
| Discretionary | 206 | 173.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 206 | 173.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 173.8 | |
| Total | 206 | 173.8 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Red Mountain Financial LLC
✚
|
CO | 0.2 |
|
Sandia Wealth Management LLC
✚
|
NM | 0.2 |
|
Hudson Portfolio Management LLC
✚
|
NY | 0.2 |
|
Renaud & Company LLC
✚
|
MO | 0.2 |
|
Wealth Management Group Inc
✚
|
NC | 0.2 |
|
Certified Planners Inc
✚
|
CA | 0.2 |
|
Silverberg Bernstein Capital Management LLC
✚
|
NY | 0.2 |
|
High Point Wealth Management LLC
✚
|
NJ | 0.2 |
|
Tetley Investments LLC
✚
|
IL | 0.2 |
|
Cullen Patterson Capital Management LLC
✚
|
CA | 0.2 |