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GARY KLEIN CONSULTING
Investment Advice
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$13M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 12.2M |
| Non-Discretionary | 811K |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 128166 |
| SEC Number | 801-62415 |
| Phone | 416-781-6163 |
| Total Employees | 2 |
Client Count by Type (25 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 19 |
| High Net Worth Individual… | 6 |
County data not available for this organization.