Tag: Klingenstein Fields Advisors
Klingenstein Fields Advisors Named as one of America’s Top RIAs for 2023 by Financial Advisor Magazine
eNewsChannels NEWS: -- Financial Advisor Magazine has released its annual Registered Investment Advisor (RIA) rankings for 2023, and Klingenstein Fields Advisors is proud to announce that it has been ranked as one of the top RIAs with $1.0 billion or more in assets.
KF Advisors named to Barron’s Top 100 Registered Investment Advisor (RIA) Firms for 2022
eNewsChannels NEWS: -- Klingenstein Fields Advisors (KF Advisors), an independent investment advisor with approximately $5.0 billion in assets under management (AUM) as of 12/31/21, has been named to Barron's Top 100 Registered Investment Advisor (RIA) Firms for 2022. This is Barron's seventh annual ranking of registered independent advisory firms and recognizes top advisory firms nationwide.
Klingenstein Fields Advisors Adds Senior Advisor Michael S. Schiff, J.D., AEP, TEP to Its South Florida Team
eNewsChannels NEWS: -- Klingenstein Fields Advisors (KF Advisors) welcomes Michael S. Schiff, J.D., AEP, TEP, as a Managing Director based in the Boca Raton area. He will be joining John A. Pavela, CFA, Managing Director, who heads KF Advisors' south Florida team from its new offices located at 777 South Flagler Drive in West Palm Beach.
Klingenstein Fields Advisors Opens New Office in West Palm Beach and Adds Senior Business Development and Advisory Resource
eNewsChannels NEWS: -- Klingenstein Fields Advisors (KF Advisors) is excited to announce the opening of an office in West Palm Beach to serve the south Florida market. The establishment of a physical presence in south Florida demonstrates the firm's long-standing commitment to the market and provides a home base from which to operate.
Klingenstein Fields Advisors (KF Advisors) named to Barron’s 2021 Top 100 RIA Firms
eNewsChannels NEWS: -- Klingenstein Fields Advisors (KF Advisors), an independent investment advisor with approximately $4.5 billion in assets under management (AUM), has been named to Barron's Top 100 RIA Firms for 2021. This is Barron's sixth annual ranking of registered independent advisory firms and recognizes top advisory firms nationwide.
Alyssa Gelper Joins KF Advisors as a Managing Director, Senior Advisor, in New York
eNewsChannels NEWS: -- Klingenstein Fields Advisors (KF Advisors), an advisory firm providing personalized wealth and investment management to individuals, families, and non-profits, is pleased to announce that Alyssa Gelper has joined the firm as a Managing Director, Senior Advisor.
KF Advisors names Shomari Gilyard, CFP, a partner at NY wealth planning firm
eNewsChannels NEWS: -- Klingenstein Fields Advisors (KF Advisors), a leading wealth management firm with approximately $4 billion in assets under management as of 12/31/2020, is pleased to announce that Shomari Gilyard, CFP®, Director, Wealth Planning, has been made a partner of the firm.
Klingenstein Fields Wealth Advisors rebrands as Klingenstein Fields Advisors (KF Advisors)
eNewsChannels NEWS: -- Klingenstein Fields Wealth Advisors (KFWA) announced today that, together with its affiliate, KF Group, LP, with which it conducts a fully-integrated advisory business, it is now operating under the brand name Klingenstein Fields Advisors (KF Advisors).
