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Kingswood Group

EST. AUM
$3,800,734,890

CONTACTS
70

CLIENT ACCOUNTS
12,273

Firm Details

Metro area Los Angeles
CRD Number 288792
Website kingswood-group.com
Client types

Overview

Kingswood offers financial planning advice tailored to its clients, aiming to provide them with a complete wealth management service combining financial advice with its in-house investment offering. At Kingswood, the firm gets to know its clients and their requirements and offers a full suite of services that place their needs at the core of what the firm does.

Platform Details

Investment Preferences

Alternative Activity

Address

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

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