KLINGENSTEIN FIELDS ADVISORS

Tel: 212-492-7000 125 Park Avenue Suite 1700 New York, New York 10017-5529

About KLINGENSTEIN FIELDS ADVISORS

KLINGENSTEIN FIELDS ADVISORS is a New York, New York based financial advisory firm with nearly $4,590,005,998 in assets under management and provides investment advisory services for 1301 clients. There are currently 40 financial advisors at the firm.

General Information

Firm CRD#:

105907

Firm SEC#:

801-33347

Assets Under Management:

$4,590,005,998

No. of Clients:

1301

Advisory Services Provided:

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection for other advisors

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