RIA Intel›Advisers›Nevada›KINGSBRIDGE PRIVATE WEALTH MANAGEMENT, INC.

KINGSBRIDGE PRIVATE WEALTH MANAGEMENT, INC.

Advisory

LAS VEGAS, NV

Data as of Mar 19, 2010 · Source: SEC Form ADV

Total AUM
$98M
1-Year AUM Growth
+5.2%
3-Year CAGR
+0.3%
Employees
0
Assets Under Management
Total AUM$98M
Discretionary AUM$89M
Non-Discretionary AUM$9M
Discretionary %91.1%
Total Clients—
Team
Total Employees0
Investment Advisers0
Employee Growth (1Y)—
Filing History
Total Filings on Record8
First FilingApr 17, 2008
Latest FilingMar 19, 2010
🔒 Full AUM trend chart and 8 historical filings spanning 2+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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