KINGSWOOD WEALTH ADVISORS, LLC

11440 W. Bernardo Court
Suite 300
San Diego, California 92127
Tel: 800-535-6981

About KINGSWOOD WEALTH ADVISORS, LLC

KINGSWOOD WEALTH ADVISORS, LLC, formally registered with the SEC as KINGSWOOD WEALTH ADVISORS, LLC. The firm was established in 07/03/2017. They have over 44 offices throughout the country.

KINGSWOOD WEALTH ADVISORS, LLC is a San Diego, California based Financial Planning firm with nearly $1,042,935,953 assets under management, offering retirement planning & investment advisory services to 4527 clients. The firm is staffed with 80 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	288792
SEC#	801-110755
Assets Managed by Firm	$1,042,935,953
No. of Clients	4527
No. of Advisors	80

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Other (HOURLY CONSULTING)

Firm Client Information

	No. of Clients	AUM
Firm Total	4527	$1,042,935,953
Individuals (other than high net worth individuals)	3629	$434,591,757
High net worth individuals	544	$396,736,621
Pension and profit sharing plans	27	$5,379,557
Charitable organizations	3	$721,527
Corporations or other businesses	323	$199,314,172

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