Knightsbridge Wealth Management

Knightsbridge Wealth Management (CRD# 110347) is a financial advisory firm headquartered in Newport Beach, CA. They manage $643,731,950 in 1,059 accounts and serve the financial needs of clients across 11 states (or territories).

Current Firm Details
450 Newport Center Dr, Suite 630, Newport Beach, CA 92660
http://www.knightsb.com
By the Numbers
  • Total Assets Under Management
    644
    MILLION
  • Total Number of Accounts
    1,059
    ACCOUNTS
  • Average Account Value
    $607,868
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • 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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, GA, ID, MD, NV, NY, PA, TX, WA

Financial Advisors at Knightsbridge Wealth Management
Showing 1 - 6 of 6 top financial advisors.
1
Kurt Beimfohr, financial advisor Newport Beach CA
Kurt E. Beimfohr
CRD#: 6050202
450 Newport Center Drive, Suite 630, Newport Beach, CA 92660

Kurt Beimfohr (CRD# 6050202) is an Investment Advisor Representative working at Knightsbridge Wealth Management in Newport Beach, CA and has over 12 years of experience in the finance industry.

2
John Prichard, financial advisor Newport Beach CA
John G. Prichard
CRD#: 2544336
450 Newport Center Drive, Suite 630, Newport Beach, CA 92660

John Prichard (CRD# 2544336) is an Investment Advisor Representative working at Knightsbridge Wealth Management in Newport Beach, CA and has over 29 years of experience in the finance industry.

3
Jeffrey Vieth, financial advisor Newport Beach CA
Jeffrey Vieth
CRD#: 454690
450 Newport Center Drive, Suite 630, Newport Beach, CA 92660

Jeffrey Vieth (CRD# 454690) is an Investment Advisor Representative working at Knightsbridge Wealth Management in Newport Beach, CA and has over 40 years of experience in the finance industry.

4
Miles Yourman, financial advisor Newport Beach CA
Miles E. Yourman
CRD#: 5173072
450 Newport Center Drive, Suite 630, Newport Beach, CA 92660

Miles Yourman (CRD# 5173072) is an Investment Advisor Representative working at Knightsbridge Wealth Management in Newport Beach, CA and has 1 year of experience in the finance industry.

5
Joshua Meier, financial advisor Newport Beach CA
Joshua D. Meier
CRD#: 7330995
450 Newport Center Drive, Suite 625, Newport Beach, CA 92660

Joshua Meier (CRD# 7330995) is an Investment Advisor Representative working at Knightsbridge Wealth Management in Newport Beach, CA and has 1 year of experience in the finance industry.

6
Teresa Wagner, financial advisor Newport Beach CA
Teresa A. Wagner
CRD#: 5139615
450 Newport Center Dr, Suite 630, Newport Beach, CA 92660

Teresa Wagner (CRD# 5139615) is an Investment Advisor Representative working at Knightsbridge Wealth Management in Newport Beach, CA and has 1 year 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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