THE KLEIN GROUP, LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 46472
- Registered since
- March 11, 1999
Firm profile
FINTRXOverview
The Klein Group, LLC is organized as a limited liability company and is registered with the SEC since 1999. FINTRX classifies the firm as an investment bank and identifies the owner type as a domestic entity and an individual. In the dataset the firm is not flagged as a capital allocator, an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2JOSEPH MENDOLA
Chief Compliance OfficerCRD 2876577
LEE TARAGIN
CFOCRD 2103616
Contacts
3 of 33CYRUS HIRAMANEK
Investment BankerCRD 5357099
Shrey Dalal
Financial AnalystCRD 7792429
Tom Liu
AnalystCRD 7974641
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
NEW YORK
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- NEW YORK
- Address
- 640 5th Ave
- Time zone
- ET (UTC-5)
- Office locations
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