Kingsbridge Wealth Management Inc
Legal Name: KINGSBRIDGE WEALTH MANAGEMENT, INC.
Full Contact Details
Kingsbridge Wealth Management Inc
1140 N. TOWN CENTER DRIVE, SUITE 340, LAS VEGAS, NV
702-947-5160
866-526-1050
Other Info
Kingsbridge Wealth Management, Inc., a Nevada corporation, employs six professionals, three of whom work in advisory positions. While the number of clients served is unknown, their registration with the U.S. Securities and Exchange Commission was approved in October 2012.
Multi-Family Office and Investment Firm - Kingsbridge Wealth Management
Located in Las Vegas, we are a multi-family office that offers investment/wealth management & portfolio planning for ultra-high-net-worth individuals & families.
Multi-Family Office and Investment Firm - Kingsbridge Wealth Management
Located in Las Vegas, we are a multi-family office that offers investment/wealth management & portfolio planning for ultra-high-net-worth individuals & families.
Invest in Residential Real Estate - Kingsbridge Alternative Strategies Fund, LP
The Fund is focused on investing in US residential real estate Shared Home Equity Contracts (SHECs) and collateralized private real estate lending.
Direct Owners
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DAVID JAMES DUNN
PRESIDENT owns more than 50% but less than 75%
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DUNN FAMILY TRUST
PRESIDENT AND VICE PRESIDENT owns 75% or more
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GINA KNOX SEPARATELY HELD PROPERTY TRUST
SHAREHOLDER owns more than 10% but less than 25%
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KERRI LYNN DUNN
CHIEF COMPLIANCE OFFICER owns more than 10% but less than 25%
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KNOX 2009 INVESTMENT TRUST, FBO EDWARD M. HOLZMAN
SHAREHOLDER owns more than 5% but less than 10%
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KNOX 2009 INVESTMENT TRUST, FBO JESSICA B. HOLZMAN
SHAREHOLDER owns more than 5% but less than 10%
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MARTIN TICO ORTON
VICE PRESIDENT owns more than 5% but less than 10%
Indirect Owners
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DAVID JAMES DUNN
TRUSTEE
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EDWARD MICHAEL HOLZMAN
TRUSTEE owns 75% or more
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GINA KNOX
TRUSTEE
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JESSICA B. HOLZMAN
TRUSTEE owns 75% or more
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KERRI LYNN DUNN
TRUSTEE
Custodians
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BMO HARRIS
United States -
CHARLES SCHWAB & CO., INC.
United States -
MERRILL LYNCH VENTURE SERVICES
United States -
MERRILL LYNCH VENTURE SERVICES GROUP
United States -
SILICON VALLEY BANK
United States -
US BANK
United States