Kenneth
Klein
Seelaus Asset Management, LLC
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About this Advisor
Kenneth Klein is a financial advisor who works in Chatham, New Jersey who has 6 years of relevant experience. Klein is an employee of Seelaus Asset Management, LLC. During their career, Klein has held roles at Citation Advisors LLC, Mc Asset Management Americas, LTD and Seelaus Asset Management. Klein maintains a Series 63 license, designating them as a securities agent, and is registered to serve investors in New Jersey. Seelaus Asset Management, LLC is a registered investment company based in Chatham, NJ. The firm has offices in two locations and a total of 29 financial advisors. It manages $1 billion in assets among its 526 accounts, making it one of the bigger investment advisory firms in the nation by assets under management. The firm advises eight charitable organizations. Of its 526 customer accounts, 51% are associated with high-net-worth individuals who have greater than $1 million in assets. Seelaus Asset Management, LLC offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles and portfolio management for institutional clients. Fees charged by financial advisors largely are based on which services are offered. However, fees billed by Seelaus Asset Management, LLC most likely include some blend of asset-based, hourly, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Seelaus Asset Management, LLC Brokerage Details
$1,071,837,219
29
526
$2,037,713
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Kenneth Klein Work History
Kenneth has been registered as a financial advisor for 6 years.*
Seelaus Asset Management
Mc Asset Management Americas, LTD
Citation Advisors LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Kenneth 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 Seelaus Asset Management, LLC
Chatham, NJ
Chatham, NJ
Chatham, NJ
Chatham, NJ
Summit, NJ
Red Bank, NJ
Red Bank, NJ
Chatham, NJ
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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