Kingsview Asset Management, LLC

Kingsview Asset Management, LLC (CRD# 148107) is a financial advisory firm headquartered in Chicago, IL. They manage $187,106,477 in 2,165 accounts and serve the financial needs of clients across 24 states (or territories).

By the Numbers
  • Total Assets Under Management
    187
    MILLION
  • Total Number of Accounts
    2,165
    ACCOUNTS
  • Average Account Value
    $86,423
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AZ, CA, CO, FL, IA, IL, IN, MI, MN, NC, ND, NJ, NM, OH, OR, PA, SC, SD, TX, UT, VA, WA, WI

Financial Advisors at Kingsview Asset Management, LLC
Showing 1 - 10 of 40 top financial advisors.
1
Paul J. Nolte
CRD#: 2122334
111 W. Jackson Blvd, Suite 1140, Chicago, IL 60604
96
Wealthminder
score

Paul Nolte (CRD# 2122334) is an Investment Advisor Representative working at Kingsview Asset Management, LLC in Chicago, IL and has over 26 years of experience in the finance industry.

2
German M. Ramirez
CRD#: 5005488
9300 S Dadeland, Suite 600, Miami, FL 33156
96
Wealthminder
score

German Ramirez (CRD# 5005488) is an Investment Advisor Representative working at Kingsview Asset Management, LLC in Miami, FL and has over 11 years of experience in the finance industry. German Ramirez has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Andrew A. Baird
CRD#: 2703104
160 W. Carmel Drive, Carmel, IN 46032
93
Wealthminder
score

Andrew Baird (CRD# 2703104) is an Investment Advisor Representative working at Kingsview Asset Management, LLC in Carmel, IN and has over 18 years of experience in the finance industry.

4
Joshua M. Barros
CRD#: 4750747
8775 Aero Drive, Suite 302, San Diego, CA 92123
93
Wealthminder
score

Joshua Barros (CRD# 4750747) is an Investment Advisor Representative working at Kingsview Asset Management, LLC in San Diego, CA and has over 8 years of experience in the finance industry.

5
Philip W. Bodine
CRD#: 2423204
4168 Douglas Blvd, Granite Bay, CA 95746
93
Wealthminder
score

Philip Bodine (CRD# 2423204) is an Investment Advisor Representative working at Kingsview Asset Management, LLC in Granite Bay, CA and has over 23 years of experience in the finance industry.

6
Zachary J. Brown
CRD#: 5575463
2218 Main Street, Suite A, Lafayette, IN 47904
93
Wealthminder
score

Zachary Brown (CRD# 5575463) is an Investment Advisor Representative working at Kingsview Asset Management, LLC in Lafayette, IN and has over 9 years of experience in the finance industry.

7
Timothy W. Gentry
CRD#: 2937149
897 S Myrtle, Kankakee, IL 60691
93
Wealthminder
score

Timothy Gentry (CRD# 2937149) is an Investment Advisor Representative working at Kingsview Asset Management, LLC in Kankakee, IL and has over 20 years of experience in the finance industry.

8
Richard D. Little
CRD#: 5698720
111 W. Jackson Blvd, Suite 1140, Chicago, IL 60604
93
Wealthminder
score

Richard Little (CRD# 5698720) is an Investment Advisor Representative working at Kingsview Asset Management, LLC in Chicago, IL and has over 7 years of experience in the finance industry.

9
Terry L. Morris
CRD#: 2460504
8751 W Broward Blvd, Ste 501, Plantation, FL 33324
93
Wealthminder
score

Terry Morris (CRD# 2460504) is an Investment Advisor Representative working at Kingsview Asset Management, LLC in Plantation, FL and has over 23 years of experience in the finance industry.

10
Shahnaz Razvi
CRD#: 5087297
2281 Lava Ridge Way Suite 120, Granite Bay, CA 95661
93
Wealthminder
score

Shahnaz Razvi (CRD# 5087297) is an Investment Advisor Representative working at Kingsview Asset Management, LLC in Granite Bay, CA and has over 11 years of experience in the finance industry.

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