KINGS POINT CAPITAL MANAGEMENT LLC

GREAT NECK, New York·3 registered advisors·CRD# 137728
SEC# 801-649581516-439-5100
01

Firm Overview

AUM
$1.7B
Regulatory assets under management
Employees
17
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
03

Specialties

Financial PlanningInvestment ManagementWealth ManagementFee-Only Advisory
04

Advisors at KINGS POINT CAPITAL MANAGEMENT LLC

3 registered advisors
Jack Lewis Salzman
GREAT NECK, New York
Jeffrey Paul Bates
GREAT NECK, New York
John Albert Iv Marshall
GREAT NECK, New York
05

Office Locations

GREAT NECK, New York
3 advisors

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Data sourced from SEC Form ADV filings. KINGS POINT CAPITAL MANAGEMENT LLC (CRD# 137728) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.