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Oregon
Grants Pass
KINGSVIEW WEALTH MANAGEMENT, LLC

KINGSVIEW WEALTH MANAGEMENT, LLC

Tel: 312-870-6701 509 Se 7th Street 2nd Floor Grants Pass, Oregon 97526

About KINGSVIEW WEALTH MANAGEMENT, LLC

KINGSVIEW WEALTH MANAGEMENT, LLC is a Grants Pass, Oregon based financial advisory firm with nearly $6,745,495,357 in assets under management and provides investment advisory services for 24847 clients. There are currently 225 financial advisors at the firm.

General Information
Firm CRD#:

148107

Firm SEC#:

801-79198

Assets Under Management:

$6,745,495,357

No. of Clients:

24847

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for businesses or institutional clients
Selection for other advisors

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