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 a limited liability company that has been SEC-registered since 2003. Public records identify the ownership as a mix of a domestic entity and an individual, but the firm is listed as "unclassified" for its business segment. The dataset does not describe a client base, fee model, or specific advisory activities. Recorded attributes indicate Kleon Financial does not operate as a capital allocator, is not a multi-state adviser, and is not positioned as a pension consultant or related adviser.
Assets & Accounts
Investments & Alternatives
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 2MICHAEL SMYTH
Co-Chief Compliance OfficerCRD 1871779
NEIL CATANIA
Co-CEOCRD 2719448
Contacts
2 of 2PHILIPPE GHANEM
Co-Founder and Chairman of the BoardCRD 8073610
RICARDO CLARKE
FinOpCRD 6253240
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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