Klingman and Associates Revenue

Financial Services • Manhattan, New York, United States • 21-50 Employees

Klingman and Associates revenue & valuation

Annual revenue	$4,324,797
Revenue per employee	$150,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$13,900,000
Total funding	No funding

Key Contacts at Klingman and Associates

Gerard Klingman

Founder And President

Dan Delmoro

Director Of Investments

Cynthia Looser

Director Client Services

Company overview

Headquarters	120 W 45th St, Suite 3800, New York, New York 10036, US
Phone number	+12128677647
Website	klingmanria.com
NAICS	52
SIC	628
Keywords	Financial Advisor, Wealth Management, Retirement Planning, Financial Planning, Investment Advisory Servives
Founded	1986
Employees	21-50
Socials

Klingman and Associates Email Formats

Klingman and Associates uses 5 email formats. The most common is {first name}{last name} (e.g., johndoe@klingmanria.com), used 41.9% of the time.

Format	Example	Percentage
{first name}{last name}	johndoe@klingmanria.com	45.1%
{first initial}{last name}	jdoe@klingmanandassociates.com	45.2%
{last name}{last name}	doedoe@klingmanria.com	9.7%

About Klingman and Associates

Klingman and Associates, LLC is a comprehensive wealth management company that provides financial planning services and independent investment advice to high net worth individuals and their families. We work with an extensive network of legal, insurance and tax professionals to provide one cohesive wealth management solution for our clients. We believe our role as your financial advisor is to provide you with comprehensive financial guidance in all aspects of your financial life ... not just your investment portfolio. Our entire team is dedicated to this objective and to doing so with the impeccable level of personalized service that you deserve. To learn more about Klingman & Associates, visit https://www.klingmanria.com/

Employees by Management Level

Total employees: 21-50

Seniority

Employees

Entry

Senior

Director

Employees by Department

Klingman and Associates has 15 employees across 6 departments.

Departments

Number of employees

Funding Data

Klingman and Associates has never raised funding before.

Klingman and Associates Tech Stack

Discover the technologies and tools that power Klingman and Associates's digital infrastructure, from frameworks to analytics platforms.

reCAPTCHA

Security

Cloudflare Bot Management

Security

Astra

WordPress themes

Swiper

JavaScript libraries

jQuery UI

JavaScript libraries

Elementor

Page builders

Wistia

Video players

jQuery Migrate

JavaScript libraries

Cloudflare

CDN

Twitter Emoji

Font scripts

Genesis theme

WordPress themes

jQuery

JavaScript libraries

Frequently asked questions

Klingman and Associates is located in Manhattan, New York, US.

You can reach Klingman and Associates at +12128677647.

Klingman and Associates generates an estimated annual revenue of $4,324,797. This revenue figure reflects the company's market position and business performance in its industry.

Klingman and Associates has an estimated valuation of $13,900,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Klingman and Associates was founded in 1986, making it 40 years old. The company has established itself as a significant player in its industry over this time.

Klingman and Associates has approximately 21-50 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contacts at Klingman and Associates

Gerard Klingman

Founder And President

Dan Delmoro

Director Of Investments

Cynthia Looser

Director Client Services

4.8

40,000 users