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 with domestic and individual ownership. The firm is listed in the dataset with a classification of "Unclassified," which means the firm's public profile in this source does not include a clear description of its business model or client focus. Available attributes indicate Kleon Financial does not identify as a capital allocator and is not flagged as an active ESG investor. The dataset also marks the firm as not operating across multiple states and not newly formed, and it is not identified as a pension consultant or related adviser. Beyond these structural and status attributes, the firm’s specific advisory services, fee structures, and client segments are not detailed in the provided data.
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 2
Michael Smyth
Co-Chief Compliance OfficerCRD 1871779
Neil Catania
Co-ceoCRD 2719448
Contacts
2 of 2
Justin Tallaksen
FinOpCRD 6636320

Philippe Ghanem
Co-Founder and Chairman of the BoardCRD 8073610
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
Similar firms
Virtu Americas LLC
Broker-DealerNew York, NY
Rencap Securities, Inc.
Broker-DealerNew York, NY
Omnicap, LLC
Broker-DealerNew York, NY
Commonwealth Australia Securities LLC
Broker-DealerNew York, NY
Hamilton Executions LLC
Broker-DealerNew York, NY
Kidron Capital Securities LLC
Broker-DealerNew York, NY