Overview
Assets Under Management: $2.5 billion
Headquarters: SAN DIEGO, CA
High-Net-Worth Clients: 1,437
Average Client Assets: $790,743
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 1,437
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 45.99
Average High-Net-Worth Client Assets: $790,743
Total Client Accounts: 9,250
Discretionary Accounts: 9,159
Non-Discretionary Accounts: 91
Regulatory Filings
CRD Number: 288792
Filing ID: 1952141
Last Filing Date: 2025-03-26 11:59:00
Website: https://kingswoodus.com