Kingsview Wealth Management, Llc
Grants Pass, Oregon
4.0
3 Reviews
Kingsview Wealth Management, LLC is a renowned regional investment advisory firm headquartered in Grants Pass, Oregon. With an extensive network of 28 offices, Kingsview Wealth Management, LLC is well-positioned to serve clients across the region. Comprising a team of 150 dedicated professionals, including 70 experienced investment advisors, the firm is committed to providing top-notch investment advisory services.
On average, each investment advisor at Kingsview Wealth Management, LLC oversees approximately $51,200,000 in assets under management, reflecting the firm's solid standing within the industry. Their compensation struct...
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Assets Under Mgmt
$3.58B
Investment Professionals
70
Locations
27
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for businesses or institutional clients
Selection of other advisers
Other Business Activities
Registered representative of a broker-dealer
Disclosures
Found to have been involved in a violation of self-regulatory organizations rules
Disciplined by self-regulatory organization or commodities exchange
Articles
Articles
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