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Klein Gerald & Associates Inc (Monarch Beach)


Klein Gerald & Associates Inc is a large advisory firm based in Monarch Beach. It manages $28.65 million of regulatory assets for 120 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of California.

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Klein Gerald & Associates 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.

Klein Gerald & Associates: assets under management

The assets under management (AUM) of Klein Gerald & Associates Inc is $28.65 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -5% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $28.65 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $238.75 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Klein Gerald & Associates Inc for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Monarch Beach

The principal office where Klein Gerald & Associates Inc performs its advisory services is located at 32641 Adriatic Dr, Monarch Beach, CA 92629, 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 949-240-3444 or by fax 949-240-3111. The normal business hours are 9am-5pm on Monday - Friday. You can find more information about the New York firm at www.investtalk.com.


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