Patricia
Klein
Spirit Of America Management Corp
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About this Advisor
Patricia Klein is a financial advisor based in Westport, Connecticut, working with Spirit Of America Management Corp. Patricia has previously held a position at David Lerner Associates, Inc. Patricia has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Connecticut. Currently, Patricia is part of Spirit Of America Management Corp, which operates out of Westport, Connecticut. The firm has 4 offices and 39 employees. The firm manages assets totaling $568.7 million and offers services including portfolio management for individuals and small businesses, as well as portfolio management for investment companies. The fee structure at Spirit Of America Management Corp includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Spirit Of America Management Corp Brokerage Details
$568,673,465
39
40
$14,216,837
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
Patricia Klein Work History
David Lerner Associates, Inc
Disclosures
Please visit the SEC profile of Patricia Klein to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Spirit Of America Management Corp
Syosset, NY
Westport, CT
Westport, CT
Syosset, NY
Westport, CT
Westport, CT
Westport, CT
Syosset, NY
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