KINGSMARK PRIVATE FINANCIAL ADVISORS, LLC

ALBANY, Georgia·2 registered advisors·CRD# 146655
SEC# 801-689500229-439-2348
01

Firm Overview

AUM
$353M
Regulatory assets under management
Employees
7
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at KINGSMARK PRIVATE FINANCIAL ADVISORS, LLC

2 registered advisors
Rebecca Ann Toole Anderson
ALBANY, Georgia
Thomas Edward Sanders
ALBANY, Georgia
05

Office Locations

ALBANY, Georgia
2 advisors

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Data sourced from SEC Form ADV filings. KINGSMARK PRIVATE FINANCIAL ADVISORS, LLC (CRD# 146655) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.