AdvisorOS Directory
Claim Profile
WK

William Gerard Kingsley

ENERTECH CAPITAL HOLDING COMPANY, L.P.·WEST CONSHOHOCKEN, Pennsylvania
Unclaimed Profile
100 FRONT ST, WEST CONSHOHOCKEN, PA 19428CRD# 6046013Firm CRD# 161807
01

About

William Gerard Kingsley is a registered financial advisor based in WEST CONSHOHOCKEN, Pennsylvania, affiliated with ENERTECH CAPITAL HOLDING COMPANY, L.P.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Wealth Management
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
ENERTECH CAPITAL HOLDING COMPANY, L.P.
ENERTECH CAPITAL
AUM
$68M
Regulatory assets under management
Employees
—
Total firm employees
View all advisors at ENERTECH CAPITAL HOLDING COMPANY, L.P. →
Services
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Other: FLAT FEE
Regulatory
SEC/IARD CRD# 6046013
Firm CRD# 161807
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in WEST CONSHOHOCKEN?

Browse all registered financial advisors in WEST CONSHOHOCKEN, Pennsylvania or claim this profile if it's yours.

Browse WEST CONSHOHOCKEN AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does William Gerard Kingsley offer?
William Gerard Kingsley specializes in Retirement Planning, Wealth Management. Contact their office in WEST CONSHOHOCKEN, Pennsylvania for a consultation.
What are William Gerard Kingsley's credentials?
William Gerard Kingsley is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William Gerard Kingsley located?
William Gerard Kingsley is based in WEST CONSHOHOCKEN, Pennsylvania, working with ENERTECH CAPITAL HOLDING COMPANY, L.P.. Their office serves clients in the WEST CONSHOHOCKEN metropolitan area and surrounding communities.
How does William Gerard Kingsley charge for services?
William Gerard Kingsley's firm is compensated through percentage of aum, other: flat fee. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ENERTECH CAPITAL HOLDING COMPANY, L.P.?
ENERTECH CAPITAL HOLDING COMPANY, L.P. is a registered investment adviser with the SEC, managing $68M in regulatory assets under management. See their Form ADV for full details.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in WEST CONSHOHOCKEN
Kristen Nolan Winsko — BOENNING & SCATTERGOOD, INC.Mitchell Evan Bednoff — SAGE FINANCIAL GROUP INC.James C. Biddle — VERDIS INVESTMENT MANAGEMENT, LLCSteven R. Kim — VERDIS INVESTMENT MANAGEMENT, LLCJr. Charles Burkhart — ROSEMONT INVESTMENT PARTNERS, LLC
Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)
City Guides
PHILADELPHIA GuidePITTSBURGH GuideRADNOR GuideWAYNE GuideCONSHOHOCKEN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile