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KNIGHTSBRIDGE WEALTH MANAGEMENT
NEWPORT BEACH, CA
949-644-4444
SEC #801-55731Total AUM
$1.1B
Employees
13Clients
546Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
450 NEWPORT CENTER DR
SUITE 630
NEWPORT BEACH
CA 92660
United States
SUITE 630
NEWPORT BEACH
CA 92660
United States
Operating Hours
8:00 - 4:30
Monday - Friday
Monday - Friday
Phone
949-644-4444
Financials
Total AUM
$1.1B
Accounts
1,391Discretionary
$1B
Accounts
1,247Non-Discretionary
$88.5M
Accounts
144
Clients
Individual Clients
184AUM
$55.6M
HNW Individual Clients
333AUM
$903.3M
Pooled Vehicle Clients
1AUM
$31.2M
Pension/Profit Sharing Plan Clients
18AUM
$66.4M
Charitable Organization Clients
1AUM
$6.4M
Corporation or Business Clients
9AUM
$55.5M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based
Compliance
Disclosures
None reported
State Registrations
AZCACOFLIDMDNVNYTXWA
Affiliates
Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.