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Klingman and Associates

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Summary:
Company size: 11-50
AUM: $2B - $5B

Klingman and Associates, LLC is an independent, SEC-registered investment adviser based in New York and founded in 2001. Klingman and Associates, LLC provides investment management advisory servies f financial planning, investment planning and management, tax planning, estate planning, education planning, philanthropic planning, and risk management services to individuals and families, trusts, estates, and charitable organizations.


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