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November 29, 2015 10:49 PM ET

Capital Markets

Company Overview of Klingenstein Fields Wealth Advisors

Company Overview

Klingenstein, Fields & Co., LLC 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. 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. Klingens...

125 Park Avenue

Suite 1700

New York, NY 10017-5529

United States

Founded in 1989





Key Executives for Klingenstein Fields Wealth Advisors

Chief Executive Officer and Co-Chairman
Co-Chairman and Co-Founder
Chief Financial Officer and Senior Vice President
Chief Operating Officer and Senior Vice President
Compensation as of Fiscal Year 2015.

Klingenstein Fields Wealth Advisors Key Developments

Klingenstein, Fields & Co., LLC has Changed its Name to Klingenstein Fields Wealth Advisors

Klingenstein, Fields & Co., LLC changed its name to Klingenstein Fields Wealth Advisors.

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