KNIGHTSBRIDGE WEALTH MANAGEMENT

450 Newport Center Dr
Suite 630
Newport Beach, California 92660
Tel: 949-644-4444

About KNIGHTSBRIDGE WEALTH MANAGEMENT

KNIGHTSBRIDGE WEALTH MANAGEMENT, formally registered with the SEC as KNIGHTSBRIDGE WEALTH MANAGEMENT. The firm was established in 07/31/1998. They have over 1 offices throughout the country.

KNIGHTSBRIDGE WEALTH MANAGEMENT is a Newport Beach, California based Financial Planning firm with nearly $643,731,950 assets under management, offering retirement planning & investment advisory services to 1059 clients. The firm is staffed with 10 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	110347
SEC#	801-55731
Assets Managed by Firm	$643,731,950
No. of Clients	1059
No. of Advisors	10

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	1059	$643,731,950
Individuals (other than high net worth individuals)	148	$30,974,466
High net worth individuals	284	$551,575,225
Pension and profit sharing plans	16	$40,565,850
Charitable organizations	Fewer than 5 clients	$4,416,400
Corporations or other businesses	9	$16,200,009

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