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Limited Partner · Klingenstein Fields Advisors

Laurence E. Ach

CRD 1607988 · Named on Form ADV at one SEC-registered adviser

At a glance

Klingenstein Fields Advisors, an SEC-registered wealth manager based in New York, NY with $4.7 billion in regulatory assets, lists Laurence E. Ach on its Form ADV as Limited Partner.

Firms and roles

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Laurence’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (7)

  • Kenneth H. FieldsLimited Partner, Executive Chairman, Klingenstein Fields Advisors
  • Susan H. CurryLimited Partner and Chief Operating Officer, Klingenstein Fields Advisors
  • Kenneth D. PollingerLimited Partner, Chairman, Co-Chief Executive Officer, Klingenstein Fields Advisors
  • Jonathan RobertsLimited Partner, Klingenstein Fields Advisors
  • James W. FieldsLimited Partner, Co-Chief Executive Officer, President, Klingenstein Fields Advisors

2 more people named with Laurence on the same filings, with titles and firms. Free in Atlas with a free account.

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Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Laurence’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.