Kleon Financial, LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 121537
- Registered since
- January 2, 2003
Firm profile
FINTRXOverview
Kleon Financial, LLC is organized as a limited liability company and has been SEC-registered since 2003. FINTRX classifies the firm as "Unclassified" and records its owner type as a domestic entity and individual. The dataset indicates Kleon Financial is not structured as a capital allocator and does not self-identify as an active ESG investor. It is not listed as a multistate adviser, nor as a newly formed adviser, pension consultant, or related adviser in the FINTRX profile. Public disclosures in the source are sparse: there are no listed business activities, client base description, fee structure, or advisory activities in the available record. That limited transparency makes it difficult to infer target clients, service models, or the firm's investment process from the FINTRX snapshot alone.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2
Michael Smyth
Co-Chief Compliance OfficerCRD 1871779
Neil Catania
Co-ceoCRD 2719448
Contacts
2 of 2
Philippe Ghanem
Co-Founder and Chairman of the BoardCRD 8073610

Justin Tallaksen
FinOpCRD 6636320
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
New York
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- New York
- Address
- Co Accounting Compliance Int St
- Time zone
- ET (UTC-5)
- Office locations
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