Klingman and Associates LLC

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Assets, Funds, Holdings

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Klingman and Associates LLC
CRD #125618
SEC #801-67783
CIK #1662449
AUM $1.8 BB (78% Disc, 100% US)
Employees14 (57% Investors, 57% Brokers)
Phone212-867-7647
Address120 West 45th Street
New York, NY 10036
Source IAPDexternal EDGARexternal Websiteexternal Facebookexternal
Total AUM ($BB)
Sector Holding Cap ($MM) Value ($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)
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