Overview
Assets Under Management: $6.7 billion
Headquarters: GRANTS PASS, OR
High-Net-Worth Clients: 1,774
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 1,774
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 63.10
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 24,847
Discretionary Accounts: 24,528
Non-Discretionary Accounts: 319
Regulatory Filings
CRD Number: 148107
Last Filing Date: 2025-02-28 00:00:00
Website: https://kingsview.com