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KLEIN FINANCIAL ADVISORS

JOHN HENRY MANAGEMENT COMPANY

CRD 118900

Corporate platformCorporation

Large incorporated asset manager or corporate group — typically not a local adviser team.

United States

Registration

— (—)

Source

State registered

Total AUM

$14.0M

Discretionary AUM

$14.0M

Team

1 total employees; 1 advisory reps; 14 broker-dealer reps

Clients

11-25

Fees

Percentage of AUM; Fixed fees

Org form

Corporation

Filing date

2026-04-15

Disciplinary history

No

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  • SEC IAPD →

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Services

Financial planningPortfolio management (individuals)Pension consulting

Client types

TypeClientsAUM
Individuals14$14.0M

Official SEC filing: View on IAPD