Assets Under Management
$2.5B
Number of Clients
9,250
Number of Advisors
111
Average Client AUM
$267K
AUM per Advisor
$22.3M
Compensation
Fee-Only (AUM)Fixed/Hourly
Kingswood Wealth Advisors offers discretionary and non-discretionary accounts, third-party manager selection, sub-advisor utilization, ERISA plan advisory, and financial consultation services. Investment strategies are tailored to individual client needs and objectives, documented via new account documentation and client profiles.
11440 W. Bernardo Court, Suite 300, San Diego, CA, 92127