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Joshua Lewis

KINGSVIEW WEALTH MANAGEMENT, LLC·GRANTS PASS, Oregon
Unclaimed Profile
509 SE 7TH STREET, GRANTS PASS, OR 97526CRD# 2746260Firm CRD# 148107
01

About

Joshua Lewis is a registered financial advisor based in GRANTS PASS, Oregon, affiliated with KINGSVIEW WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
Institutional Investors
High Net Worth Individuals
03

Firm Overview

Firm
KINGSVIEW WEALTH MANAGEMENT, LLC
KINGSVIEW WEALTH MANAGEMENT, LLC
AUM
$4.8B
Regulatory assets under management
Employees
190
Total firm employees
View all advisors at KINGSVIEW WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Portfolio management (pooled investments)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2746260
Firm CRD# 148107
2 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Joshua Lewis offer?
Joshua Lewis specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in GRANTS PASS, Oregon for a consultation.
What are Joshua Lewis's credentials?
Joshua Lewis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Joshua Lewis located?
Joshua Lewis is based in GRANTS PASS, Oregon, working with KINGSVIEW WEALTH MANAGEMENT, LLC. Their office serves clients in the GRANTS PASS metropolitan area and surrounding communities.
How does Joshua Lewis charge for services?
Joshua Lewis's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is KINGSVIEW WEALTH MANAGEMENT, LLC?
KINGSVIEW WEALTH MANAGEMENT, LLC has approximately 190 employees and manages $4.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in GRANTS PASS
Sean Patrick Mcgillivray — KINGSVIEW WEALTH MANAGEMENT, LLCJames Steven Welch — WELCH INVESTMENT GROUP, LLCSean C. Ealy — WELCH INVESTMENT GROUP, LLCAlessandro Abaroa — KINGSVIEW WEALTH MANAGEMENT, LLCJosh Owen Welch — WELCH INVESTMENT GROUP, LLC
Nearby cities in Oregon
PORTLAND (575)LAKE OSWEGO (152)BEND (47)EUGENE (40)SALEM (35)
City Guides
PORTLAND GuideLAKE OSWEGO GuideBEND GuideEUGENE GuideSALEM Guide
Research
Advisor Fees in OregonNational Fee Analysis
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