Kingsview Asset Management, LLC

Kingsview Asset Management, LLC (CRD# 148107) is a financial advisory firm headquartered in Grants Pass, OR. They manage $375,646,667 in 3,315 accounts and serve the financial needs of clients across 34 states (or territories).

By the Numbers
  • Total Assets Under Management
    376
    MILLION
  • Total Number of Accounts
    3,315
    ACCOUNTS
  • Average Account Value
    $113,317
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
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, CT, FL, GA, IA, IL, IN, LA, MA, MD, MI, MN, MO, NC, ND, NE, NJ, NM, NV, NY, OH, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI

Financial Advisors at Kingsview Asset Management, LLC
Showing 1 - 10 of 53 top financial advisors.
1
Paul J. Nolte
CRD#: 2122334
509 Se 7th Street, 2nd Floor, Grants Pass, OR 97526
96
Wealthminder
score

Paul Nolte (CRD# 2122334) is an Investment Advisor Representative working at Kingsview Asset Management, LLC in Grants Pass, OR and has over 27 years of experience in the finance industry.

2
Cody L. Ashton
CRD#: 5493790
13211 N 103rd Ave Suite 4, Sun City, AZ 85351
93
Wealthminder
score

Cody Ashton (CRD# 5493790) is an Investment Advisor Representative working at Kingsview Asset Management, LLC in Sun City, AZ and has over 10 years of experience in the finance industry.

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
Michael C. Bird
CRD#: 5705865
13211 N 103rd Ave Suite 4, Sun City, AZ 85351
93
Wealthminder
score

Michael Bird (CRD# 5705865) is an Investment Advisor Representative working at Kingsview Asset Management, LLC in Sun City, AZ and has over 8 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
Joshua D. Chase
CRD#: 6175958
1000 S Pine Island Rd, Suite 401, Plantation, FL 33324
93
Wealthminder
score

Joshua Chase (CRD# 6175958) is an Investment Advisor Representative working at Kingsview Asset Management, LLC in Plantation, FL and has over 5 years of experience in the finance industry.

8
Zane C. Christian
CRD#: 5798572
509 Se 7th Street, 2nd Floor, Grants Pass, OR 97526
93
Wealthminder
score

Zane Christian (CRD# 5798572) is an Investment Advisor Representative working at Kingsview Asset Management, LLC in Grants Pass, OR and has over 7 years of experience in the finance industry.

9
David L. Dorsey
CRD#: 4469521
13211 N 103rd Ave Suite 4, Sun City, AZ 85351
93
Wealthminder
score

David Dorsey (CRD# 4469521) is an Investment Advisor Representative working at Kingsview Asset Management, LLC in Sun City, AZ and has over 16 years of experience in the finance industry.

10
Mitchell G. Ehmka
CRD#: 6097923
141 W Jackson Blvd #3636, Chicago, IL 60604
93
Wealthminder
score

Mitchell Ehmka (CRD# 6097923) is an Investment Advisor Representative working at Kingsview Asset Management, LLC in Chicago, IL and has over 5 years of experience in the finance industry.

1 2 3 4 5 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.