Kingswood Wealth Advisors is an investment advisor in San Diego with $969.37 mm assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
811422516
SEC advisor number
801-110755
FINRA CRD number
288792
AUM ?
$1.04 bn
(as of 18 Jul 24)
Accounts
4,527
(as of 18 Jul 24)
Employees
80
(73 investment advisory or research)
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
9 Jul 24
13F-HR
Quarterly holdings report by institutional manager
15 Apr 24
13F-HR
Quarterly holdings report by institutional manager
16 Jan 24
13F-HR
Quarterly holdings report by institutional manager
23 Oct 23
13F-HR
Quarterly holdings report by institutional manager
9 Aug 23