Investment adviser · CRD 136825
KLINE CAPITAL MANAGEMENT LLC
Investment adviser filing (IA)
BURBANK, IL, United States · Form ADV filed Apr 9, 2012
- Regulatory AUM
- $11.4M Form ADV · Item 5.F
- Client accounts
- 102 Accounts, not individual clients
Not available in this filing: Employees, Advisory professionals.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Apr 9, 2012. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Publication of newsletters
Compensation
Percentage of assets · Hourly · Fixed
Principal office
5501 W. 79TH STREET, SUITE 305BURBANK, IL, 60459, United States
CRD 136825
Filing source
Form ADV 638896 · Apr 9, 2012 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.