Kleinwort Benson Investment Management Americ is a large advisory firm based in San Francisco. It manages $178.44 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of California.
Kleinwort Benson Investment Management Americ provides 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.
The assets under management (AUM) of Kleinwort Benson Investment Management Americ is $178.44 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Kleinwort Benson Investment Management Americ 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.
Gerhard Eberstadt has been acting as President since 1 Dec 1997. Susan Coanelia Gause joined the executive team most recently as the Director And Chief Executive Officer.
The principal office where Kleinwort Benson Investment Management Americ performs its advisory services is located at Four Embarcadero Ctr, San Francisco, CA 94111, 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 415-954-5400 or by fax 415-954-5420. The normal business hours are 8:30a.m. to 4:30p.m. on Monday - Friday.