KLEINHENZ & ASSOCIATES LTD.
  • KLEINHENZ & ASSOCIATES LTD.
  • KLEINHENZ & ASSOCIATES, LTD.

Adviser Profile

As of Date 10/26/2025
Registration status Terminated
ADV Location CLEVELAND, OH, United States
Contact Info 216 xxxxxxx
Websites
AUM* 173,848,556 13%
of that, discretionary 173,848,556 13%
Number of Employees 3
of those in investment advisory functions 3
Private Fund GAV* 0
Avg Account Size 843,925 21%
% High Net Worth 69.89% -2%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations

Advisory Activities

- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

174M 149M 124M 99M 75M 50M 25M
2018 2019 2020 2021 2022 2023 2024 2025
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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