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Building 2KINGSWOOD WEALTH ADVISORS, LLC

Map pinSAN DIEGO, CA
Phone800-535-6981
NotebookSEC #801-110755
Total AUM
$3.8B
Employees
88
Clients
11,425

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
11440 W. BERNARDO COURT
SUITE 300
SAN DIEGO
CA 92127
United States
Operating Hours
9:00 - 5:00
Monday - Friday
Phone
800-535-6981
Other Offices
43

ReceiptFinancials

Total AUM
$3.8B
Accounts
12,273
Discretionary
$3.5B
Accounts
11,682
Non-Discretionary
$306.5M
Accounts
591

ContactClients

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Individual Clients
8,985
AUM
$1.6B
HNW Individual Clients
2,274
AUM
$2.1B
Pension/Profit Sharing Plan Clients
57
AUM
$21.6M
Charitable Organization Clients
2
AUM
$7.1M
Insurance Company Clients
2
AUM
$9.1M
Corporation or Business Clients
105
AUM
$82.5M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
HOURLY CONSULTING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWV

HandshakeAffiliates

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

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