Kings Point Capital Management LLC
Kings Point Capital Management LLC (CRD# 137728) is a financial advisory firm headquartered in Great Neck, NY. They manage $1,697,342,447 in 1,334 accounts and serve the financial needs of clients across 16 states (or territories).
Current Firm Details
Kings Point Capital Management LLC
By the Numbers
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Total Assets Under Management1,697MILLION
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Total Number of Accounts1,334ACCOUNTS
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Average Account Value$1,272,371
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AR, CA, CO, FL, GA, IL, LA, MA, MD, MO, NH, NJ, NY, OH, TN, TX
Financial Advisors at Kings Point Capital Management LLC
No Advisor Found.
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