Kingsview Partners is a multi-faceted, fee-based Wealth Management Partnership 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 client’s best Interest and our obligation extends far beyond the initial financial plan. We will not waver on our responsibility to be our client’s 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. "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, it’s our mission to earn your trust every single day. All we have is our reputation in your eyes." - Joshua M. Lewis, Senior Managing Partner
View Top Employees from Kingsview PartnersWebsite | http://www.kingsview.com |
Revenue | $12 million |
Employees | 135 (127 on RocketReach) |
Founded | 2014 |
Address | 509 SE 7th Street, Grants Pass, Oregon 97526, US |
Phone | (541) 291-4405 |
Technologies |
JavaScript,
HTML,
PHP
+21 more
(view full list)
|
Industry | Financial Services, Finance General, Finance |
Web Rank | 24 Million |
Keywords | Financial Advisor |
Competitors | Frontier Wealth Management (Now CAPTRUST), Howard Capital Management, Inc., Rodgers & Associates, StrategIQ Financial Group, LLC, Toews Asset Management |
SIC | SIC Code 628 Companies, SIC Code 62 Companies |
NAICS | NAICS Code 523 Companies, NAICS Code 52393 Companies, NAICS Code 52 Companies, NAICS Code 5239 Companies |
Looking for a particular Kingsview Partners employee's phone or email?
The Kingsview Partners annual revenue was $12 million in 2024.
Sean McGillivray is the CEO of Kingsview Partners.
127 people are employed at Kingsview Partners.
Kingsview Partners is based in Grants Pass, Oregon.
The NAICS codes for Kingsview Partners are [523, 52393, 52, 5239].
The SIC codes for Kingsview Partners are [628, 62].