KINGSVIEW WEALTH MANAGEMENT, LLC

509 Se 7th Street
2nd Floor
Grants Pass, Oregon 97526
Tel: 312-870-6701

About KINGSVIEW WEALTH MANAGEMENT, LLC

KINGSVIEW WEALTH MANAGEMENT, LLC, formally registered with the SEC as KINGSVIEW WEALTH MANAGEMENT, LLC. The firm was established in 02/24/2014. They have over 47 offices throughout the country.

KINGSVIEW WEALTH MANAGEMENT, LLC is a Grants Pass, Oregon based Financial Planning firm with nearly $6,745,495,357 assets under management, offering retirement planning & investment advisory services to 24847 clients. The firm is staffed with 225 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	148107
SEC#	801-79198
Assets Managed by Firm	$6,745,495,357
No. of Clients	24847
No. of Advisors	225

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for businesses or institutional clients
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	24847	$6,745,495,357
Individuals (other than high net worth individuals)	8191	$2,135,528,898
High net worth individuals	1774	$4,256,630,247
Pension and profit sharing plans	Fewer than 5 clients	$3,072,996
Charitable organizations	11	$242,970,658
Corporations or other businesses	66	$90,217,634

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STANCORP INVESTMENT ADVISERS, INC. 1100 Sw Sixth Avenue, P9 Portland, OR, 97204	$34,385,256,113	126310	112
GOVERNMENT PORTFOLIO ADVISORS LLC 6650 Sw Redwood Lane, Suite 365 Portland, OR, 97224	$25,897,235,362	73	9
JENSEN INVESTMENT MANAGEMENT INC. 5500 Meadows Road, Suite 200 Lake Oswego, OR, 97035-3623	$13,438,401,059	431	41
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC. 888 Sw 5th Ave Ste 1200 Portland, OR, 97204	$8,394,137,837	4068	60
NORTHWEST CAPITAL MANAGEMENT INC. 1 Centerpointe Drive, Suite 115 Lake Oswego, OR, 97035	$6,856,132,947	1409	17

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