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KINGSVIEW WEALTH MANAGEMENT, LLC
Tel: 312-870-6701
509 Se 7th Street 2nd Floor
Grants Pass, Oregon 97526
KINGSVIEW WEALTH MANAGEMENT, LLC
KINGSVIEW WEALTH MANAGEMENT, LLC is a Grants Pass, Oregon based financial advisory firm with nearly $6,745,495,357 in assets under management and provides investment advisory services for 24847 clients. There are currently 225 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for investment companies , Portfolio management for businesses or institutional clients , Selection for other advisors
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees
Firm CRD#:
148107
SEC#:
801-79198
No. of Clients:
24847
Assets under Management
$6,745,495,357
No. of Advisors:
225
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