Kingsview Wealth Management is an investment advisor in Grants Pass with $3.48 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
264016866
SEC advisor number
801-79198
FINRA CRD number
148107
AUM ?
$4.85 bn
(as of 28 Mar 24)
Accounts
18,332
(as of 28 Mar 24)
Employees
190
(85 investment advisory or research)
Address
Kingsview Wealth Management
509 SE 7TH ST
2ND FLOOR
GRANTS PASS
OR 97526
509 SE 7TH ST
2ND FLOOR
GRANTS PASS
OR 97526
Phone
312-870-6701
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
8 Feb 24
13F-HR
Quarterly holdings report by institutional manager
8 Feb 24
13F-HR
Quarterly holdings report by institutional manager
7 Nov 23
13F-HR
Quarterly holdings report by institutional manager
10 Aug 23
13F-HR
Quarterly holdings report by institutional manager
15 May 23
13F-HR
Quarterly holdings report by institutional manager
13 Feb 23
13F-HR
Quarterly holdings report by institutional manager
15 Nov 22
13F-HR
Quarterly holdings report by institutional manager
16 Aug 22
13F-HR
Quarterly holdings report by institutional manager
17 Feb 22
13F-HR
Quarterly holdings report by institutional manager
3 Dec 21