Kingsgrove Management, LLC

Kingsgrove Management, LLC (CRD# 285918) is a financial advisory firm headquartered in Camarillo, CA. They manage $3,472,570 in 10 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
1200 Paseo Camarillo, #150, Camarillo, CA 93010
By the Numbers
  • Total Assets Under Management
    3
    MILLION
  • Total Number of Accounts
    10
    ACCOUNTS
  • Average Account Value
    $347,257
Compensation Options
  • A percentage of assets under your management
  • Subscription fees (for a newsletter or periodical)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Publication of periodicals or newsletters
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Kingsgrove Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Joseph McCarthy, financial advisor Camarillo CA
Joseph B. McCarthy
CRD#: 5469879
1200 Paseo Camarillo, #150, Camarillo, CA 93010

Joseph McCarthy (CRD# 5469879) is an Investment Advisor Representative working at Kingsgrove Management, LLC in Camarillo, CA and has over 16 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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