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Building 2KINGSMAN WEALTH MANAGEMENT INC.

Map pinPENSACOLA, FL
Phone850-565-3780
NotebookSEC #801-129544
Total AUM
$235M
Employees
3
Clients
218

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
320 W GOVERMENT STREET
PENSACOLA
FL 32502
United States
Operating Hours
APPOINTMENT ONLY
APPOINTMENT ONLY
Phone
850-565-3780
Other Offices
1

ReceiptFinancials

Total AUM
$235M
Accounts
219
Discretionary
$232.1M
Accounts
217
Non-Discretionary
$2.9M
Accounts
2

ContactClients

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Individual Clients
163
AUM
$44.2M
HNW Individual Clients
53
AUM
$187.4M
Pension/Profit Sharing Plan Clients
1
AUM
$2.9M
Insurance Company Clients
1
AUM
$428.3K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALFLGALATNTX

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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