Robert
Kleinschmidt

Tocqueville Asset Management Lp

CRD#855215
Investment Advisor
in New York, NY
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About this Advisor

Robert Kleinschmidt is a financial advisor whose office is in New York, New York. Currently a registered advisor with Tocqueville Asset Management Lp, they have accumulated an impressive 27 years of practice in the financial advisory industry. Kleinschmidt has a Series 63 license, qualifying them as a securities agent. Kleinschmidt is registered to act as a financial advisor in Florida. Over the course of their career, they have held roles at Tocqueville Asset Management L.P and Tocqueville Securities L.P. Tocqueville Asset Management Lp is based out of New York, New York, and operates out of three other offices in the country. In total, Tocqueville Asset Management Lp oversees $13 billion in assets dispersed across 2,710 accounts and employs more than 107 people. The level of assets currently under the firm's management places it among the largest financial advisory firms in the United States. The firm manages 2,636 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 40% of the investment firm's clients are high-net-worth individuals, meaning they have over $1 million in capital. Tocqueville Asset Management Lp offers financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients and selection of other advisers. The firm's fees may include asset-based and performance-based fees.

Certifications and Registrations

Series 63, Chartered Financial Analyst

Years of Experience

27 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Performance-based Fees

Disclosures

No

Office Location

40 West 57Th Street 19Th Floor
New York, NY 10019

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Tocqueville Asset Management Lp Brokerage Details

Total Assets Under Management

$12,687,856,369

NY Average: $7,464,549,021
Total Number of Employees

107

NY Average: 88
Total Number of Accounts

2,710

NY Average: 3,892
Average Account Size

$4,681,866

NY Average: $1,917,921

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Robert Kleinschmidt Work History

Robert has 27 years of experience.

1991 - Present (28 years)

Tocqueville Asset Management L.P

1991 - Present (28 years)

Tocqueville Securities L.P

Disclosures

Robert Kleinschmidt has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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