KINGSVIEW WEALTH MANAGEMENT, LLC

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

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 28 offices throughout the country.

KINGSVIEW WEALTH MANAGEMENT, LLC is a Grants Pass, Oregon based Financial Planning firm with nearly $3,584,124,096 assets under management, offering retirement planning & investment advisory services to 13829 clients. The firm is staffed with 150 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	148107
SEC#	801-79198
Assets Managed by Firm	$3,584,124,096
No. of Clients	13829
No. of Advisors	150

Fee Structure

A Percentage of AUM
Hourly charges
Fixed Fees

Advisory Services Provided

Financial Planning
Portfolio Management for Individuals
Portfolio Management for Investment
Portfolio Management for Business
Selection of Other Advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	13829	$3,584,124,096
Individuals (other than high net worth individuals)	5479	$1,584,741,253
High net worth individuals	639	$1,577,558,780
Pension and profit sharing plans	Fewer than 5 clients	$1,864,778
Charitable organizations	8	$218,372,174
Corporations or other businesses	15	$28,232,250

More Retirement Planning firms in Grants Pass, Oregon:

Firm Name	Assets Under Management	Total Clients	Total Advisors
GOVERNMENT PORTFOLIO ADVISORS LLC 6650 Sw Redwood Lane, Suite 365 Portland, OR, 97224	$16,725,387,863	63	8
STANCORP INVESTMENT ADVISERS, INC. 1100 Sw Sixth Avenue, P9 Portland, OR, 97204	$16,214,303,154	116850	82
JENSEN INVESTMENT MANAGEMENT INC. 5500 Meadows Road, Suite 200 Lake Oswego, OR, 97035-3623	$13,067,305,312	425	37
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC. 888 Sw 5th Ave Ste 1200 Portland, OR, 97204	$7,145,593,038	3808	55
NORTHWEST CAPITAL MANAGEMENT INC. 1 Centerpointe Drive, Suite 115 Lake Oswego, OR, 97035	$5,476,500,419	995	17

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