Kingsview Asset Management LLC
Legal Name: KINGSVIEW WEALTH MANAGEMENT, LLC
Full Contact Details
Kingsview Asset Management LLC
509 SE 7TH STREET, 2ND FLOOR, GRANTS PASS, OR
312-870-6701
312-488-2635
Other Info
Kingsview Wealth Management LLC, formerly known as Kingsview Asset Management LLC, is a Delaware-based limited liability company that has been approved by the SEC since Feb 24, 2014. With a staff of 42, all of whom are engaged in advisory roles, it provides financial services to an unknown number of clients.
Direct Owners
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AARON KLEMOW
MANAGING DIRECTOR owns less than 5%
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ALESSANDRO ABAROA
MANAGING PARTNER owns less than 5%
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JOSHUA LEWIS
MANAGING MEMBER owns less than 5%
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KINGSVIEW INVESTMENT PARTNERS
OWNER owns 75% or more
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SCOTT DAVID MARTIN
CIO owns less than 5%
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SEAN PATRICK MCGILLIVRAY
CHIEF COMPLIANCE OFFICER owns more than 5% but less than 10%
Indirect Owners
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JOSHUA LEWIS
MANAGING MEMBER owns 75% or more