Kingsbridge Wealth Management Inc
Nom légal: KINGSBRIDGE WEALTH MANAGEMENT, INC.
Coordonnées complètes
Kingsbridge Wealth Management Inc
1140 N. TOWN CENTER DRIVE, SUITE 340, LAS VEGAS, NV
702-947-5160
866-526-1050
Autre info
Kingsbridge Wealth Management, Inc., une société du Nevada, emploie six professionnels, dont trois occupent des postes de conseil. Bien que le nombre de clients servis soit inconnu, leur enregistrement auprès de la Securities and Exchange Commission des États-Unis a été approuvé en octobre 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.
Propriétaires directs
-
DAVID JAMES DUNN
PRESIDENT possède plus de 50% mais moins de 75%
-
DUNN FAMILY TRUST
PRESIDENT AND VICE PRESIDENT possède 75% ou plus
-
GINA KNOX SEPARATELY HELD PROPERTY TRUST
SHAREHOLDER possède plus de 10% mais moins de 25%
-
KERRI LYNN DUNN
CHIEF COMPLIANCE OFFICER possède plus de 10% mais moins de 25%
-
KNOX 2009 INVESTMENT TRUST, FBO EDWARD M. HOLZMAN
SHAREHOLDER possède plus de 5% mais moins de 10%
-
KNOX 2009 INVESTMENT TRUST, FBO JESSICA B. HOLZMAN
SHAREHOLDER possède plus de 5% mais moins de 10%
-
MARTIN TICO ORTON
VICE PRESIDENT possède plus de 5% mais moins de 10%
Propriétaires indirects
-
DAVID JAMES DUNN
TRUSTEE
-
EDWARD MICHAEL HOLZMAN
TRUSTEE possède 75% ou plus
-
GINA KNOX
TRUSTEE
-
JESSICA B. HOLZMAN
TRUSTEE possède 75% ou plus
-
KERRI LYNN DUNN
TRUSTEE
Les gardiens
-
BMO HARRIS
États Unis -
CHARLES SCHWAB & CO., INC.
États Unis -
MERRILL LYNCH VENTURE SERVICES
États Unis -
MERRILL LYNCH VENTURE SERVICES GROUP
États Unis -
SILICON VALLEY BANK
États Unis -
US BANK
États Unis