John
Klingler
Secfi Advisory Limited
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About this Advisor
John Klingler is a financial advisor based in New York, New York, working with Secfi Advisory Limited. John has previously held positions at Secfi Securities, LLC, Factset Research Systems, Inc, Open Invest Co, and Secfi Advisory Limited. John has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in New York. Currently, John is part of Secfi Advisory Limited, which operates out of New York, New York. The firm has 2 offices and 15 employees. The firm manages assets totaling $156.3 million. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. The fee structure at Secfi Advisory Limited includes asset-based, fixed, and performance-based fees.
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Secfi Advisory Limited Brokerage Details
$156,316,189
15
139
$1,124,577
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
John Klingler Work History
Secfi Advisory Limited
Secfi Securities, LLC
Open Invest Co
Factset Research Systems, Inc
Disclosures
Please visit the SEC profile of John Klingler 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 Secfi Advisory Limited
New York, NY
New York, NY
New York, NY
New York, NY
New York, NY
University City, MO
New York, NY
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