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Kingswood US

EST. AUM
$15,000,000,000

CONTACTS
121

CLIENT ACCOUNTS
0

Firm Details

Metro area New York City
CRD Number 305662
Website kingswoodus.com
Client types

Overview

Kingswood U.S. helps financial advisors surpass their business and personal goals, and reach their entrepreneurial dreams. As a SEC-registered RIA and a FINRA-licensed broker/dealer with over $3B in assets under management, the company offers comprehensive wealth management and business-building services, designed specifically for the independent financial advisor. Together with its parent company, Kingswood Group, Kingswood U.S. combines the resources and capital of a very large financial services firm with the personalized touch and feel of a boutique company. The company listens to its advisors, and adapts to their needs.

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Address

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

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