Kingsview Wealth Management, LLC
Kingsview Wealth Management, LLC (CRD# 148107) is a financial advisory firm headquartered in Grants Pass, OR. They manage $4,845,686,420 in 18,332 accounts and serve the financial needs of clients across 47 states (or territories).
-
Total Assets Under Management4,846MILLION
-
Total Number of Accounts18,332ACCOUNTS
-
Average Account Value$264,329
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
Peter Hiltz (CRD# 5486385) is an Investment Advisor Representative working at Kingsview Wealth Management, LLC in Cincinnati, OH and has over 14 years of experience in the finance industry.
Khoa Hoang (CRD# 5847337) is an Investment Advisor Representative working at Kingsview Wealth Management, LLC in San Marcos, CA and has over 13 years of experience in the finance industry.
Richard Holmes (CRD# 6232704) is an Investment Advisor Representative working at Kingsview Wealth Management, LLC in Huntersville, NC and has over 9 years of experience in the finance industry.
David Hooper (CRD# 2693906) is an Investment Advisor Representative working at Kingsview Wealth Management, LLC in Seattle, WA and has over 28 years of experience in the finance industry.
Brenda Hurless (CRD# 1310576) is an Investment Advisor Representative working at Kingsview Wealth Management, LLC in Casper, WY and has over 26 years of experience in the finance industry.
Joshua Kammerer (CRD# 4706983) is an Investment Advisor Representative working at Kingsview Wealth Management, LLC in Grants Pass, OR and has over 20 years of experience in the finance industry.
James Kellett (CRD# 1414427) is an Investment Advisor Representative working at Kingsview Wealth Management, LLC in Grants Pass, OR and has over 40 years of experience in the finance industry.
Michael Kissinger (CRD# 2763332) is an Investment Advisor Representative working at Kingsview Wealth Management, LLC in Mountain View, CA and has over 27 years of experience in the finance industry.
Zachary Knable (CRD# 5979330) is an Investment Advisor Representative working at Kingsview Wealth Management, LLC in West Chester, PA and has over 12 years of experience in the finance industry.
William Koehler (CRD# 6395483) is an Investment Advisor Representative working at Kingsview Wealth Management, LLC in Babylon, NY and has over 9 years of experience in the finance industry.