1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2KINGSMARK PRIVATE FINANCIAL ADVISORS, LLC

Map pinALBANY, GA
Phone229-439-2348
NotebookSEC #801-68950
Total AUM
$406.5M
Employees
9
Clients
432

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
601 POINTE NORTH BOULEVARD
ALBANY
GA 31721
United States
Operating Hours
8 AM TO 5 PM
Monday - Friday
Phone
229-439-2348

ReceiptFinancials

Total AUM
$406.5M
Accounts
890
Discretionary
$392.3M
Accounts
875
Non-Discretionary
$14.2M
Accounts
15

ContactClients

View more in analytics →

Individual Clients
246
AUM
$102.3M
HNW Individual Clients
170
AUM
$284.8M
Pension/Profit Sharing Plan Clients
14
AUM
$13.1M
Charitable Organization Clients
1
AUM
$5.6M
Corporation or Business Clients
1
AUM
$676.7K

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALFLGALANCSCTNTX

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account