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FUNDRAISING NEWS | December 19, 2024

Kingswood Grows AUM by $1.4B with Addition of 28 Advisors in 2024

Tags: Personnel, Financial Advisor Move

Kingswood US said it recruited 28 new financial advisors this year, representing $1.4B in added client assets. 

Kingswood added 10 new advisors to its network, apart from 18 who joined from the firm’s strategic alliance with RIA Eudaimonia, as reported by Dakota on September 25. The new recruits include HNW advisors from Santa Barbara, CA, and retirement specialists from Utah and Missouri. 

The New York-based Kingswood US, part of Kingswood Group which oversees approximately $15B in client assets, houses more than 200 financial advisors under Kingswood Wealth Advisors.

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Written By: Dakota

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