Klein & Krambeer, LLC is a large advisory firm based in Beverly Hills. It manages $45.38 million of regulatory assets for 45 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdiction of California.
Klein & Krambeer provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Klein & Krambeer, LLC is $45.38 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% 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 Klein & Krambeer, LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Klein & Krambeer, LLC is owned by Jeffrey Michael Cain. John Michael Krambeer joined the executive team most recently as the Member.
The principal office where Klein & Krambeer, LLC performs its advisory services is located at 9595 Wilshire Blvd. Suite 1001, Beverly Hills, CA 90212, 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 310-205-8777 or by fax 310-205-8780. The normal business hours are 7:00 am - 2:00 pm on Monday - Friday.