KINGSWOOD WEALTH ADVISORS, LLC

Tel: 800-535-6981 11440 W. Bernardo Court Suite 300 San Diego, California 92127

About KINGSWOOD WEALTH ADVISORS, LLC

KINGSWOOD WEALTH ADVISORS, LLC is a San Diego, California based financial advisory firm with nearly $1,042,935,953 in assets under management and provides investment advisory services for 4527 clients. There are currently 80 financial advisors at the firm.

General Information

Firm CRD#:

288792

Firm SEC#:

801-110755

Assets Under Management:

$1,042,935,953

No. of Clients:

4527

Advisory Services Provided:

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pesnsion consulting services, Selection for other advisors, Other (HOURLY CONSULTING)

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