Kline Sylvan H Jr Inc (San Francisco)

Kline Sylvan H Jr Inc is a large advisory firm based in San Francisco. It manages $42.59 million of regulatory assets for 33 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of California.

Kline Sylvan H Jr provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Kline Sylvan H Jr: assets under management

The assets under management (AUM) of Kline Sylvan H Jr Inc is $42.59 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -29% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $42.59 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.29 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Kline Sylvan H Jr Inc for their services and products based on a percentage of assets under management. 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.

Careers at Kline Sylvan H Jr Inc

Sylvan Harris Kline has been acting as President since 1 Jul 2000. Ruby S Tondu joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Sylvan Harris Kline	President	1 Jul 2000	75% - 100%	4369833
Ruby S Tondu	Chief compliance officer	1 Apr 2005	Other	4950539

Based in San Francisco

The principal office where Kline Sylvan H Jr Inc performs its advisory services is located at 222 Kearny St, San Francisco, CA 94108 4510, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.