The Klein Group, LLC

Overview

The Klein Group, LLC is a limited liability company registered with the SEC since 1999 and classified in FINTRX as an investment bank. Ownership is listed as a mix of a domestic entity and an individual. FINTRX records indicate the firm does not act as a capital allocator and is not identified as an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser. The firm has not supplied details to FINTRX about its client mix, fee schedules, specific business or advisory activities, or external affiliations. That absence of reported operational detail makes it difficult to characterize the firm’s target clients, service model, or investment mandate from the available data.

Assets & Accounts

Location & Offices