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Klingenstein Fields & Company

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Klingenstein Fields Wealth Advisors is a privately owned investment manager. The firm primarily provides its services to individuals, typically high net worth individuals. It also manages accounts for pension and profit sharing plans, pooled investment vehicles, charitable organizations, and corporations. The firm manages separate client-focused equity portfolios. It also launches and manages equity mutual funds for its clients. It also makes venture capital investments. The firm invests in public equity markets of the United States. It invests in value stocks of large cap companies. The firm utilizes top-down approach to select the sectors and fundamental analysis with a bottom-up stock picking approach to make its investments. Klingenstein Fields Wealth Advisors was founded in 1989 and is based in New York City.
Industry Role:
InvestorAllocator
Investor Type:
RIAWealthAdvisor
SingleFamilyOffice
Investment Interests:
HedgeFund
PrivateEquity
Office Locations
# Location Address
1. New York, NY, US New York, NY, USA
2. New York, NY, US 125 Park Ave #1700, New York, NY 10017, USA
Executives and Employees
# Contact Info Location
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