Kingsview Partners

EST. AUM
$8,957,122,931

CONTACTS
64

CLIENT ACCOUNTS
31,932

Firm Details

Metro area Chicago
CRD Number 148107
Website kingsview.com
Client types

Overview

Kingsview Partners is a $3.5B RIA with offices in Chicago, Ft. Lauderdale, Westport (CT), and Oregon. The firm launched in 2008. They have an internal portfolio management arm called Kingsview Investment Management, or KIM. KIM builds models including CORE, Global Macro Trend, Multi-Strat, Ambassador Income, Blue Chip, ProCap (ETFs), and Dividends. While many of these models rely on individual security selection, the firm does use external managers across mutual funds and ETFs and they do use alternatives, especially commodities. They clear through Schwab and TD.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Kingsview Partners

Platform Details

Investment Preferences

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