Klingman and Associates LLC

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Klingman and Associates LLC ✚
CRD #	125618
SEC #	801-67783
CIK #	1662449
AUM	$1.8 BB (78% Disc, 100% US)
Employees	14 (57% Investors, 57% Brokers)
Phone	212-867-7647
Address	120 West 45th Street New York, NY 10036
Source	IAPD EDGAR Website Facebook

Total AUM ($BB)

Sector	Holding	Value ($MM)
	IVV	62.4
	SPY	38.7
	IJH	35.8
	MLPI	33.8
	AMJ	26.2
	SDY	22.6
	VTIP	19.7
	MDY	17.3
	IJR	16.6
	NEAR	15.9
View All

Holdings by Sector ($BB)

[{"dt": "2016-02-09", "sector": "Basic Industries", "value": 0.000488}, {"dt": "2016-02-09", "sector": "Capital Goods", "value": 0.000658}, {"dt": "2016-02-09", "sector": "Consumer Durables", "value": 5.9e-05}, {"dt": "2016-02-09", "sector": "Consumer Non-Durables", "value": 0.001451}, {"dt": "2016-02-09", "sector": "Consumer Services", "value": 0.001603}, {"dt": "2016-02-09", "sector": "Energy", "value": 0.002835}, {"dt": "2016-02-09", "sector": "Exchange-Traded Fund", "value": 0.161219}, {"dt": "2016-02-09", "sector": "Finance", "value": 0.00454}, {"dt": "2016-02-09", "sector": "Health Care", "value": 0.00215}, {"dt": "2016-02-09", "sector": "Miscellaneous", "value": 0.000143}, {"dt": "2016-02-09", "sector": "n/a", "value": 0.011337}, {"dt": "2016-02-09", "sector": "Public Utilities", "value": 0.000913}, {"dt": "2016-02-09", "sector": "Technology", "value": 0.001798}, {"dt": "2016-02-09", "sector": "Transportation", "value": 0.000233}, {"dt": "2017-01-26", "sector": "Basic Industries", "value": 0.000256}, {"dt": "2017-01-26", "sector": "Capital Goods", "value": 0.000339}, {"dt": "2017-01-26", "sector": "Consumer Durables", "value": 0}, {"dt": "2017-01-26", "sector": "Consumer Non-Durables", "value": 0.001149}, {"dt": "2017-01-26", "sector": "Consumer Services", "value": 0.000647}, {"dt": "2017-01-26", "sector": "Energy", "value": 0.002951}, {"dt": "2017-01-26", "sector": "Exchange-Traded Fund", "value": 0.277299}, {"dt": "2017-01-26", "sector": "Finance", "value": 0.0098}, {"dt": "2017-01-26", "sector": "Health Care", "value": 0.001538}, {"dt": "2017-01-26", "sector": "Miscellaneous", "value": 0}, {"dt": "2017-01-26", "sector": "n/a", "value": 0.006392}, {"dt": "2017-01-26", "sector": "Public Utilities", "value": 0.000235}, {"dt": "2017-01-26", "sector": "Technology", "value": 0.000864}, {"dt": "2017-01-26", "sector": "Transportation", "value": 0}, {"dt": "2018-02-02", "sector": "Basic Industries", "value": 0.00065}, {"dt": "2018-02-02", "sector": "Capital Goods", "value": 0.002483}, {"dt": "2018-02-02", "sector": "Consumer Durables", "value": 0.00105}, {"dt": "2018-02-02", "sector": "Consumer Non-Durables", "value": 0.001033}, {"dt": "2018-02-02", "sector": "Consumer Services", "value": 0.003328}, {"dt": "2018-02-02", "sector": "Energy", "value": 0.001713}, {"dt": "2018-02-02", "sector": "Exchange-Traded Fund", "value": 0.371916}, {"dt": "2018-02-02", "sector": "Finance", "value": 0.015494}, {"dt": "2018-02-02", "sector": "Health Care", "value": 0.004035}, {"dt": "2018-02-02", "sector": "Miscellaneous", "value": 0.00147}, {"dt": "2018-02-02", "sector": "n/a", "value": 0.005126}, {"dt": "2018-02-02", "sector": "Public Utilities", "value": 0.000276}, {"dt": "2018-02-02", "sector": "Technology", "value": 0.015167}, {"dt": "2018-02-02", "sector": "Transportation", "value": 0}]

Comparable Firms	State	AUM ($BB)
Congress Wealth Management LLC ✚	MA	1.8
LVW Advisors LLC ✚	NY	1.8
Valor Advisors LLC ✚	FL	1.8
Miles Capital Inc ✚	IA	1.8
Newell Associates ✚	CA	1.8
Vista Wealth Management Group LLC ✚	CA	1.8
Carlson Capital Management LLC ✚	MN	1.8
SEB Asset Management America Inc ✚	CT	1.8
Morgan Stanley DW Inc ✚	NY	1.8
Executive Monetary Management Inc ✚	NY	1.8

Klingman and Associates LLC

Assets, Funds, Holdings