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Klein Financial Advisors, Inc.

(DBA Klein Financial Advisors) Active
4299 MacArthur Boulevrad, Suite 100,  Newport Beach,  California (CA),  92660,  United States
(949) 477-4990
Sector: Financial Services Entity: Private Founded: 2003
2003
Founded
Year established
1
Transactions
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About Klein Financial Advisors, Inc.
Based in Newport Beach, California (CA), Klein Financial Advisors, Inc. operates in the Financial Services sector. The company is classified under the Financial Services sector. Founded in 2003, it is headquartered in Newport Beach, California (CA). Klein Financial Advisors, Inc. is profiled within Acquity Data.
Investors
Current Investors
EP Wealth Advisors LLC ••••••••
Past Investors
•••••••• ••••••••
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Investment Details
1 Transactions
Trans. IDInvestment DateExit DateInvestor(s)Deal Size (M)Seller(s)
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Klein Financial Advisors, Inc. M&A Activity
# Company Transaction Date Close Date Sector Country
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Key Executives & Professionals
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Frequently Asked Questions
What does Klein Financial Advisors, Inc. do?
Based in Newport Beach, California (CA), Klein Financial Advisors, Inc. operates in the Financial Services sector. The company is classified under the Financial Services sector. Founded in 2003, it is headquartered in Newport Beach, California (CA). Klein Financial Advisors, Inc. is profiled within
Where is Klein Financial Advisors, Inc. headquartered?
Klein Financial Advisors, Inc. is headquartered in Newport Beach, California (CA), United States.
When was Klein Financial Advisors, Inc. founded?
Klein Financial Advisors, Inc. was founded in 2003.
What sector is Klein Financial Advisors, Inc. in?
Klein Financial Advisors, Inc. operates in the Financial Services sector.
Who are the investors in Klein Financial Advisors, Inc.?
Current investors in Klein Financial Advisors, Inc. include EP Wealth Advisors LLC. Sign up to AcquityData to view full investor details, deal dates and transaction history.
How many M&A transactions has Klein Financial Advisors, Inc. been involved in?
Klein Financial Advisors, Inc. has 1 transaction tracked on AcquityData. Sign up to view full investment history including dates, deal sizes, investors and sellers.

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