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KLS Professional Advisors, LLC

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founded in 1989, kls, a division of boston private, is a modern, boutique private wealth manager dedicated to delivering fully-integrated, advanced wealth planning and investment management strategies to address the complex needs of individuals, families, and family offices with substantial wealth. unique to kls, our senior advisors are former tax attorneys, big four public accountants, investment bankers, and family office cios, each possessing the technical expertise, professional experience, and judgment needed to act as a single-source expert, designing and implementing innovative, holistic solutions for multi-generational wealth creation and preservation across six discrete areas: • strategic trust & estate planning • investment management • tax strategy • insurance & risk planning • financial planning • family office services consistently ranked by the financial times (2020), barron’s (2020, 2018), financial advisor magazine (2020), and forbes (2015), kls is a leading fiduciar

Headquarters:
1325 Avenue of the Americas, Floor 14th, New York, New York, United States, 10019
Industry:
Investment Management
Founded:
1989
Employees:
15
Annual Revenue:
-
Type: Private
Ticker: -
United States 15
Insurance ConsultationTrust & Estate PlanningPrivate BankingTax PlanningFamily Office ServicesRetirement PlanningWealth ManagementFinancial Decision MakingInvestment Management
SIC Code: 6211Major Group: Security and Commodity Brokers, Dealers, Exchanges, and ServicesIndustry Group: Security Brokers, Dealers, and FlotationIndustry Sector: Security Brokers, Dealers, and Flotation Companies
NAICS Code: 523110Sector: Finance and InsuranceSub Sector: Securities, Commodity Contracts, and Other Financial Investments and Related ActivitiesIndustry Group: Securities and Commodity Contracts Intermediation and BrokerageNAICS Industry: Investment Banking and Securities DealingNational Industry: Investment Banking and Securities Dealing
NAICS Code: 541611Sector: Professional, Scientific, and Technical ServicesSub Sector: Professional, Scientific, and Technical ServicesIndustry Group: Management, Scientific, and Technical Consulting ServicesNAICS Industry: Management Consulting ServicesNational Industry: Administrative Management and General Management Consulting Services

Frequently asked questions about KLS Professional Advisors, LLC

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Where is KLS Professional Advisors, LLC located?

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KLS Professional Advisors, LLC's headquarters is located at 1325 Avenue of the Americas, Floor 14th, New York, New York, United States, 10019

What is KLS Professional Advisors, LLC's official website?

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KLS Professional Advisors, LLC's official website is klsadvisors.com

What is KLS Professional Advisors, LLC's SIC code?

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SIC Code: 6211Major Group: Security and Commodity Brokers, Dealers, Exchanges, and ServicesIndustry Group: Security Brokers, Dealers, and FlotationIndustry Sector: Security Brokers, Dealers, and Flotation Companies

What is KLS Professional Advisors, LLC's NAICS code?

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NAICS Code: 523110Sector: Finance and InsuranceSub Sector: Securities, Commodity Contracts, and Other Financial Investments and Related ActivitiesIndustry Group: Securities and Commodity Contracts Intermediation and BrokerageNAICS Industry: Investment Banking and Securities DealingNational Industry: Investment Banking and Securities Dealing
NAICS Code: 541611Sector: Professional, Scientific, and Technical ServicesSub Sector: Professional, Scientific, and Technical ServicesIndustry Group: Management, Scientific, and Technical Consulting ServicesNAICS Industry: Management Consulting ServicesNational Industry: Administrative Management and General Management Consulting Services

How many employees does KLS Professional Advisors, LLC have?

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KLS Professional Advisors, LLC has 15 employees

What industry does KLS Professional Advisors, LLC belong to?

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KLS Professional Advisors, LLC is in the industry of: Investment Management

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KLS Professional Advisors, LLC Linkedin page

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