Kingsview Asset Management, LLC

Kingsview Asset Management, LLC

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509 SE 7th Street 2nd Floor

Grants Pass, OR 97526

312-870-6701

kingsviewam.com

No. advisers: 40

AUM: $937,382,350

Asset Breakdown

Staff
Employees 40
Clients
High-net-worth individuals Up to 10%
Financial planning clients More than 500
High-net-worth client assets Up to 50%
Compensation
Percentage of assets under management Yes
Hourly charges Yes
Subscription fees No
Fixed fees No
Commissions No
Performance-based fees No
Total AUM Total Accounts Avg. Account AUM
Discretionary $937,382,350 4,976 $188,381
Non-discretionary 0 0 $0
Total $937,382,350 4,976 $188,381

Stock volatility spurs worst run of ETF withdrawals in six months

August 19, 2019 - A volatile few months for global stock markets is taking its toll on exchange-traded funds. Almost $18 billion fled U.S.-listed equity ETFs during the past three weeks, the most since February, according to data compiled by Bloomberg Intelligence. Investors...

Dividend ETF sees 27th week of inflows

March 20, 2018 - Investors continue to bet that interest rates won't shoot through the psychological 3% barrier. One sign: their long-running love affair with a dividend-focused equity exchange-traded fund. The Schwab U.S. Dividend Equity ETF (SCHD) took in $1.4 million...

Wells Fargo adviser jumps to Kingsview

December 5, 2017 - Peter Hiltz, who managed $160 million in assets at Wells Fargo Advisors in Cincinnati, has joined Kingsview Asset Management and will open the firm's first office there. Kingsview is a registered investment adviser headquartered in Grants Pass, Ore.,...

Episode 3: How can I know my clients better?

August 26, 2016 - Find out why having a great CRM has allowed advisers at Kingsview Asset Management to differentiate their marketing.

Episode 1: Building a better practice with technology, marketing

July 21, 2016 - Kingsview Asset Management in Chicago has expanded thanks to an aggressive and innovative approach to its business. What can you learn from their strategy on this season of Practice Makeover?

    Notes
  • N/A = Not available
  • N/D = Not disclosed
  • — = Information not available or not disclosed

Purchase the data and information contained in the RIA Data Center in an Excel spreadsheet.

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*Methodology:InvestmentNews qualified 2,206 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2019. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2018, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) provided investment advisory services to clients during its most recently completed fiscal year, (5) no more than 50% of amount of regulatory assets under management is attributable to pooled investment vehicles (other than investment companies), (6) no more than 25% of amount of regulatory assets under management is attributable to pension and profit-sharing plans (but not the plan participants), (7) no more than 25% of amount of regulatory assets under management is attributable to corporations or other businesses, (8) does not receive commissions, (9) provides financial planning services, (10) is not actively engaged in business as a broker-dealer (registered or unregistered), (11) is not actively engaged in business as a registered representative of a broker-dealer, (12) has neither a related person who is a broker-dealer/municipal securities dealer/government securities broker or dealer (registered or unregistered) not one who is an insurance company or agency.

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