Kingswood Wealth Advisors, LLC
Kingswood Wealth Advisors, LLC (CRD# 288792) is a financial advisory firm headquartered in San Diego, CA. They manage $1,042,935,953 in 4,527 accounts and serve the financial needs of clients across 50 states (or territories).
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Total Assets Under Management1,043MILLION
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Total Number of Accounts4,527ACCOUNTS
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Average Account Value$230,381
- 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 businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
Frank Hsin (CRD# 4131005) is an Investment Advisor Representative working at Kingswood Wealth Advisors, LLC in San Diego, CA and has over 23 years of experience in the finance industry.
Kalyan Kavili (CRD# 5511974) is an Investment Advisor Representative working at Kingswood Wealth Advisors, LLC in Miami, FL and has over 15 years of experience in the finance industry.
Donald Kuhs (CRD# 726678) is an Investment Advisor Representative working at Kingswood Wealth Advisors, LLC in Austin, TX and has over 43 years of experience in the finance industry.
Svitlana Kyrukhina (CRD# 5894900) is an Investment Advisor Representative working at Kingswood Wealth Advisors, LLC in Boca Raton, FL and has over 8 years of experience in the finance industry.
John Langston (CRD# 2864476) is an Investment Advisor Representative working at Kingswood Wealth Advisors, LLC in San Diego, CA and has over 16 years of experience in the finance industry.
Paul Lee (CRD# 5541067) is an Investment Advisor Representative working at Kingswood Wealth Advisors, LLC in Fullerton, CA and has over 15 years of experience in the finance industry.
John Loeffler (CRD# 6732992) is an Investment Advisor Representative working at Kingswood Wealth Advisors, LLC in Freeport, IL and has over 7 years of experience in the finance industry.
Logan Lowrey (CRD# 5760554) is an Investment Advisor Representative working at Kingswood Wealth Advisors, LLC in Stockbridge, GA and has over 14 years of experience in the finance industry.
Bradley Mayer (CRD# 4034321) is an Investment Advisor Representative working at Kingswood Wealth Advisors, LLC in Pflugerville, TX and has over 24 years of experience in the finance industry.
Bruce McLaren (CRD# 3029115) is an Investment Advisor Representative working at Kingswood Wealth Advisors, LLC in Sugar Hill, NH and has over 25 years of experience in the finance industry.