Kingsview Asset Management

Description

• We are an organization of highly skilled people committed to understanding what your needs, concerns & goals are and then meeting and exceeding them through careful planning. Since our ultimate successes are tied together, its our mission to earn your trust every single day. All we have is our reputation in your eyes. - Joshua M. Lewis, Senior Managing PartnerKingsview Asset Management is a multi-faceted, fee-based investment advisory firm offering Financial Planning and Portfolio and Investment Management. We believe the first step to successful investment management is sound financial planning, ensuring that every client gets the specialized attention required to meet their investment needs. To us, the only thing that matters is long term client satisfaction. Our commitment is our clients best Interest and our obligation extends far beyond the initial financial plan. We will not waver on our responsibility to be our clients financial guide. This means we are here to ensure that your long-term goals do not fall victim to short term wants. Your Financial Advisor is there to keep you informed and comfortable with your investment allocations, your financial plan and your future.
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  Headquarters:509 Southeast 7th Street , Grants Pass, Oregon, United States

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  Phone Number: +1 541-291-4405

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  Website: https://www.kingsviewam.com

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  Employees:70

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  Revenue:$10 - 50M

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  Legal Name:Kingsview Asset Management

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• |  NAICS Code: 523110  |

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