Kline Capital Management LLC is an adviser based in Burbank. It manages $11.35 million of regulatory assets for 102 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of Illinois.
Kline Capital Management provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, and publication of newsletters. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Kline Capital Management LLC is $11.35 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -66% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Kline Capital Management LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Kline Capital Management LLC performs its advisory services is located at 5501 W. 79 Th Street, Suite 305, Burbank, IL 60459, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 312-263-6100 or by fax 312-284-8884. The normal business hours are 7:30am - 5pm on Monday - Friday. You can find more information about the New York firm at www.klinecapital.com.