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Kleinhenz & Associates, Ltd.

CRD 146015SEC# 801-112556
Export (members)
No longer SEC-registered. Kleinhenz & Associates, Ltd. appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$173.8M
Employees
3
Accounts
206
Location

Kleinhenz & Associates, Ltd. assets under management

Kleinhenz & Associates, Ltd. is a registered investment adviser overseen by the SEC. It reports $173.8 million in regulatory assets under management and employs 3 people.

Kleinhenz & Associates, Ltd. owners & executives

2 reported
NameTitleOwnershipSince
John Edward Kleinhenz ControlMember & Chief Economist25-50%2007
Karen Rose Kleinhenz ControlChief Compliance Officer & Managing Member50-75%2007

Frequently asked questions

How much does Kleinhenz & Associates, Ltd. manage?

Kleinhenz & Associates, Ltd. reports $173.8 million in regulatory assets under management on its Form ADV.

How many employees does Kleinhenz & Associates, Ltd. have?

Kleinhenz & Associates, Ltd. reports 3 employees.

Does Kleinhenz & Associates, Ltd. disclose fund performance?

Kleinhenz & Associates, Ltd. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Office hours8:30a.m.-5:00p.m.
Discloses disciplinary historyNo

Assets under management

Discretionary$173.8M
Non-discretionary$0
Total (RAUM)$173.8M