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Building 2KINGSBRIDGE WEALTH MANAGEMENT, INC.

Map pinLAS VEGAS, NV
Phone702-947-5160
NotebookSEC #801-77197
Total AUM
$469.3M
Employees
8
Clients
52

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1140 N. TOWN CENTER DRIVE
SUITE 265
LAS VEGAS
NV 89144
United States
Operating Hours
9:00 - 5:00
Monday - Friday
Phone
702-947-5160
Other Offices
1

ReceiptFinancials

Total AUM
$469.3M
Accounts
52
Discretionary
$469.3M
Accounts
52
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
5
AUM
$642.1K
HNW Individual Clients
45
AUM
$439.2M
Charitable Organization Clients
2
AUM
$29.5M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Other FeeCharges Percentage AUM
Other Compensation
PROJECT ADMINISTRATION FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
CANVTX

HandshakeAffiliates

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Affiliates
Reported 7 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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