KINGSMARK PRIVATE FINANCIAL ADVISORS, LLC

601 Pointe North Boulevard
Albany, Georgia 31721
Tel: 229-439-2348

About KINGSMARK PRIVATE FINANCIAL ADVISORS, LLC

KINGSMARK PRIVATE FINANCIAL ADVISORS, LLC, formally registered with the SEC as KINGSMARK PRIVATE FINANCIAL ADVISORS, LLC. The firm was established in 03/12/2008. They have over 1 offices throughout the country.

KINGSMARK PRIVATE FINANCIAL ADVISORS, LLC is a Albany, Georgia based Financial Planning firm with nearly $353,046,148 assets under management, offering retirement planning & investment advisory services to 817 clients. The firm is staffed with 7 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	146655
SEC#	801-68950
Assets Managed by Firm	$353,046,148
No. of Clients	817
No. of Advisors	7

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	817	$353,046,148
Individuals (other than high net worth individuals)	308	$90,379,956
High net worth individuals	106	$237,681,890
Pension and profit sharing plans	14	$21,523,059
Charitable organizations	Fewer than 5 clients	$632,072
Corporations or other businesses	Fewer than 5 clients	$371,622

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