Klein Financial Advisors - Ownership and Business Overview

Financial ServicesCompany

Klein Financial Advisors Ownership

Who owns Klein Financial Advisors?

Klein Financial Advisors is owned by EP Wealth Advisors. It was acquired on January 26, 2022.

Klein Financial Advisors Business Overview

Where is Klein Financial Advisors headquartered?

Klein Financial Advisors is headquartered in Newport Beach, California.

What sector is Klein Financial Advisors in?

Klein Financial Advisors is a financial services company.

When was Klein Financial Advisors founded?

Klein Financial Advisors was founded in 2003.

Financial Services M&A Summary in 2022

Out of 60 sectors in the Mergr database, financial services ranked 11 in number of deals in 2022. The largest financial services acquisition in 2022 was Kensington Mortgage - which was acquired by Barclays Bank UK for $3.5B.

Join Mergr to view all 231 acquisitions of financial services companies in 2022, including 24 acquisitions by private equity firms, and 207 by strategics.

Klein Financial Advisors

Klein Financial Advisors, Inc.

4299 MacArthur Boulevrad, Suite 100,
Newport Beach, California 92660
United States,
(949) 477-4990
www.kleinadvisors.com

Klein Financial Advisors is a boutique financial planning and wealth management firm has a strong emphasis on helping women during all of life’s transitions including divorce, tax planning, and more. Klein Financial Advisors was founded in 2003 and is based in Newport Beach, California.


Company Summary

SECTOR

Financial Services

Established

2003

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