CTOs on the Move

Kingsview Partners

www.kingsview.com

 
Kingsview Partners is an independent wealth management and advisory firm based in the United States, founded in 2008. The firm operates as a fiduciary, focusing on personalized financial solutions for clients who value transparency and a client-first approach. By combining a customized advisory style with the resources of large custodial partners, Kingsview adapts strategies to meet individual client needs while ensuring operational integrity. The firm offers a range of services, including personalized wealth management, comprehensive financial planning, and asset management. Kingsview also provides private client services for those with complex financial needs, acting as a personal CFO. Additionally, it supports financial ...
  • Number of Employees: 100-250
  • Annual Revenue: $10-50 Million

Executives

Name Title Contact Details
Sean McGillivray
 Chief Operations Officer Profile

Similar Companies

Brattleboro Savings and Loan Association

Brattleboro Savings and Loan Association is a Brattleboro, VT-based company in the Financial Services sector.

WestStar Bank

At WestStar Bank, we believe in the communities we serve in our region. As a full-service financial institution owned and operated by people who live in our area, we understand the unique economic dynamics of our border region. Whether it`s personal or business banking, we have a personal perspective on the needs of the people we serve. From online banking to investments and commercial loans, we offer our customers the kind of banking experience they deserve. Because when they succeed, we all succeed.

First National Bank of Norway

First National Bank of Norway is a Norway, MI-based company in the Financial Services sector.

DMB Community Bank

Near to you. Far from ordinary.

First Financial Bank

First Financial Bankshares, Inc. is recognized as one of the nation’s most financially secure banking institutions, with assets of $5.45 billion, 12 regional banks with 62 convenient banking locations, plus a Trust Company with seven convenient locations, all to serve customers in Texas markets stretching from Hereford in the Panhandle to Orange in southeast Texas.