KINGSVIEW WEALTH MANAGEMENT, LLC

GRANTS PASS, Oregon·9 registered advisors·CRD# 148107
SEC# 801-7919846312-870-6701
01

Firm Overview

AUM
$4.8B
Regulatory assets under management
Employees
190
Total firm employees
Advisors
9
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Portfolio management (pooled investments)
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at KINGSVIEW WEALTH MANAGEMENT, LLC

9 registered advisors
Aaron Klemow
GRANTS PASS, Oregon
Alessandro Abaroa
GRANTS PASS, Oregon
Joshua Lewis
GRANTS PASS, Oregon
Kevin W Swanson
GRANTS PASS, Oregon
Matthew John Stolen
GRANTS PASS, Oregon
Misty Dawn House
GRANTS PASS, Oregon
Noel Howard Sinclair
CHICAGO, Illinois
Scott David Martin
GRANTS PASS, Oregon
Sean Patrick Mcgillivray
GRANTS PASS, Oregon
05

Office Locations

GRANTS PASS, Oregon
8 advisors
CHICAGO, Illinois
1 advisor

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Data sourced from SEC Form ADV filings. KINGSVIEW WEALTH MANAGEMENT, LLC (CRD# 148107) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.