Kingsview Wealth Management LLC

-

Assets, Funds, Holdings

Home | Sign Up | Log In
List of Funds
Boston Firms
Boston Hedge Funds
Cornell Alumni Firms
CalPERS Portfolio
NYSCRF Portfolio
Latest Filings
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Comprehensive Search
Kingsview Wealth Management LLC
CRD #148107
SEC #801-79198
CIK #0001791965
AUM $4.8 BB (2024-08-15)
Employees 190 (45% Investors, 2% Brokers)
Phone312-870-6701
Address509 SE 7th Street
Grants Pass, OR 97526
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook]
Total AUM ($BB)
5.04.03.02.01.00.02009201420192025
Sector Form 13F Holdings Cap ($BB) Value ($BB)
AAPL 2,382.8 0.1
NVDA 399.6 0.1
MSFT 1,918.2 0.1
AMZN 1,093.0 0.1
LLY 301.8 0.0
ORCL 182.8 0.0
COST 207.6 0.0
MRK 232.4 0.0
NFLX 79.8 0.0
V 419.3 0.0
View All
Holdings by Sector ($BB)
5.04.03.02.01.00.02015201820212025
AUM Breakdown Accounts AUM ($BB)
By Client Type
(a) Individuals (other than high net worth individuals) 6,971 2.3
(b) Individuals (high net worth individuals) 863 2.3
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 3 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 13 0.2
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 25 0.0
(n) Other 0 0.0
Total 18,332 4.8
By Discretionary
Discretionary 18,172 4.8
Non-Discretionary 160 0.0
Total 18,332 4.8
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 4.8
Total 18,332 4.8
EDGAR Form CIK 2011 - 2024
13F-HR [0001791965]
Comparable Firms State AUM ($BB)
Foyston Gordon & Payne Inc
4.9
Miracle Mile Advisors LLC
CA 4.9
Grimes & Company Inc
MA 4.9
Fourth Street Performance Partners Inc
KY 4.8
IHT Wealth Management LLC
IL 4.8
Snyder Capital Management LP
CA 4.8
Stockman Wealth Management Inc
MT 4.8
Spire Wealth Management LLC
VA 4.8
Kennedy Capital Management LLC
MO 4.8
Callan Family Office LLC
PA 4.8
Terms | Privacy | Guide
tony@aum13f.com