Unclaimed Profile

Joshua Lewis

KINGSVIEW WEALTH MANAGEMENT, LLC·GRANTS PASS, Oregon

KINGSVIEW WEALTH MANAGEMENT, LLC

509 SE 7TH STREET, GRANTS PASS, OR 97526CRD# 2746260Firm CRD# 148107

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Joshua Lewis · GRANTS PASS, OR

Registration

CRD #2746260 · KINGSVIEW WEALTH MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

2 disclosures on file · See FINRA BrokerCheck for full record

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.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

Institutional Investors

High Net Worth Individuals

Introduction

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Firm Overview

Firm

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

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 2746260

Firm CRD# 148107

View on FINRA BrokerCheck →

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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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