Knightsbridge Wealth Management

EST. AUM
$1,118,503,781

CONTACTS
2

CLIENT ACCOUNTS
1,391

Firm Details

Metro area Los Angeles
CRD Number 110347
Website knightsb.com
Client types

Overview

Knightsbridge Wealth Management is a firm of experienced investment professionals dedicated to building deep relationships with clients based on trust and mutual respect. As an independent, 100% employee-owned firm, they do not earn commissions for selling financial products on behalf of any parent financial institution, instead providing personalized and unbiased financial advice. Working with this boutique firm, clients have direct access to the people making the investment decisions. The firm's personal money is always invested alongside the clients'. Their job is to make it as easy as possible for clients to get their money working for them, by setting up accounts and choosing the investments they would choose for themselves. Knightsbridge also advises clients on all their financial affairs, including initiating retirement plans for businesses, recommending 401k options, and developing sustainable spending plans. Knightsbridge Wealth Management is headquartered in Newport Beach, CA, and has a history of helping individuals and families achieve their financial goals.

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

Knightsbridge Wealth Management

Platform Details

Investment Preferences

Alternative Activity

Address

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