Overview
Assets Under Management: $801 million
Headquarters: GREAT NECK, NY
High-Net-Worth Clients: 147
Average Client Assets: $5.0 million
Frequently Asked Questions
KINGS POINT CAPITAL MANAGEMENT LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #137728), KINGS POINT CAPITAL MANAGEMENT LLC is subject to fiduciary duty under federal law.
KINGS POINT CAPITAL MANAGEMENT LLC is headquartered in GREAT NECK, NY.
KINGS POINT CAPITAL MANAGEMENT LLC serves 147 high-net-worth clients according to their SEC filing dated November 20, 2018. View client details ↓
According to their SEC Form ADV, KINGS POINT CAPITAL MANAGEMENT LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
KINGS POINT CAPITAL MANAGEMENT LLC manages $801 million in client assets according to their SEC filing dated November 20, 2018.
According to their SEC Form ADV, KINGS POINT CAPITAL MANAGEMENT LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 147
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 91.89%
Average Client Assets: $5.0 million
Total Client Accounts: 741
Discretionary Accounts: 736
Non-Discretionary Accounts: 5
Regulatory Filings
CRD Number: 137728
Filing ID: 1252513
Last Filing Date: 2018-11-20 16:22:00