The KINGSVIEW WEALTH MANAGEMENT, LLC is a privately held investment adviser that advises $10.07Bn in regulatory assets under management held in 0 SEC fund types across 3 investment strategies. KINGSVIEW WEALTH MANAGEMENT, LLC is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 346.38% over the last 5-years.
The Group has been registered with the SEC for 12.44 years and is comprised of 1 filing and 0 relying advisers. They operate out of 26 office locations with their Headquarters at 509 SE 7TH STREET 2ND FLOOR, GRANTS PASS, OREGON. The Group has been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 285 employees comprised of 95 investment and 190 non-investment staff. The total number of Employees increased by 216.67% over the last 5-years.
Their $10.07Bn in assets advised are owned by 0 private funds, 7 public funds and BDCs and 159 other accounts. Assets of Individuals clients own $5.52Bn or 54.85% of Total Assets and High Net Worth Individuals own $3.02Bn or 29.94% of Total Assets.
The Group's top investment strategies include Multi Strat, Long/Short Equity and FI/Credit - Diverse, representing 45.98%, 37.24% and 16.78% of total assets, respectively.
They advise 6 types of clients, top clients are Individuals and High Net Worth Individuals.
The Group uses 1 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 1 Custodians and 1 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees and management fees.
KINGSVIEW WEALTH MANAGEMENT, LLC names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.