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KINGSBRIDGE WEALTH MANAGEMENT, INC.
1140 N. Town Center Drive
Suite 340
Las Vegas, Nevada 89144
Tel: 702-947-5160
About KINGSBRIDGE WEALTH MANAGEMENT, INC.
KINGSBRIDGE WEALTH MANAGEMENT, INC, formally registered with the SEC as KINGSBRIDGE WEALTH MANAGEMENT, INC. The firm was established in 10/01/2012. They have over 2 offices throughout the country.
KINGSBRIDGE WEALTH MANAGEMENT, INC. is a Las Vegas, Nevada based Financial Planning firm with nearly $453,101,460 assets under management, offering retirement planning & investment advisory services to 217 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 165560 |
| SEC# | 801-77197 |
| Assets Managed by Firm | $453,101,460 |
| No. of Clients | 217 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
- Performance Based
- Other (PROJECT ADMINISTRATION FEES)
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 217 | $453,101,460 |
| Individuals (other than high net worth individuals) | 3 | $969,863 |
| High net worth individuals | 34 | $163,401,744 |
| Charitable organizations | Fewer than 5 clients | $30,383,804 |
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