Kleon Financial, LLC

Overview

Kleon Financial, LLC is organized as a limited liability company and is SEC-registered (registration year 2003). FINTRX classifies the firm as unclassified and lists ownership as a combination of a domestic entity and an individual. The firm is not identified as a capital allocator and is marked as not active on ESG integration. FINTRX also indicates Kleon Financial is not a multi-state adviser, not newly formed, not a pension consultant, and not a related adviser. FINTRX does not provide details about the firm’s specific advisory services, fee model, client segments, or investment process. That lack of disclosed operating detail means there is no published description in FINTRX about whether Kleon Financial offers discretionary portfolio management, model delivery, financial planning, or other advisory activities.

Assets & Accounts

Location & Offices