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KINGSVIEW WEALTH MANAGEMENT, LLC

509 Se 7th Street
2nd Floor
Grants Pass, Oregon 97526
Tel: 312-870-6701

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About KINGSVIEW WEALTH MANAGEMENT, LLC

KINGSVIEW WEALTH MANAGEMENT, LLC, formally registered with the SEC as KINGSVIEW WEALTH MANAGEMENT, LLC. The firm was established in 02/24/2014. They have over 47 offices throughout the country.

KINGSVIEW WEALTH MANAGEMENT, LLC is a Grants Pass, Oregon based Financial Planning firm with nearly $6,745,495,357 assets under management, offering retirement planning & investment advisory services to 24847 clients. The firm is staffed with 225 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#148107
SEC#801-79198
Assets Managed by Firm$6,745,495,357
No. of Clients24847
No. of Advisors225

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 investment companies
  • Portfolio management for businesses or institutional clients
  • Selection for other advisors

Firm Client Information

No. of ClientsAUM
Firm Total24847$6,745,495,357
Individuals (other than high net worth individuals)8191$2,135,528,898
High net worth individuals1774$4,256,630,247
Pension and profit sharing plansFewer than 5 clients$3,072,996
Charitable organizations11$242,970,658
Corporations or other businesses66$90,217,634

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