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Kingsmark Private Financial Advisors, LLC

● SEC registered since 2008CRD 146655SEC# 801-68950Albany, GA
Export (members)
Reg. AUM
$373.6M
Employees
7
Accounts
847
Location
Albany, GA

Kingsmark Private Financial Advisors, LLC assets under management

Kingsmark Private Financial Advisors, LLC is a registered investment adviser overseen by the SEC based in Albany, GA. The firm has been registered since 2008. It reports $373.6 million in regulatory assets under management and employs 7 people.
www.linkedin.com/company/3730554View on SEC.gov ↗

Kingsmark Private Financial Advisors, LLC owners & executives

2 reported
NameTitleOwnershipSince
Rebecca Ann Toole Anderson ControlChief Compliance Officer & Member25-50%2008
Thomas Edward Sanders ControlMember50-75%2008

Frequently asked questions

How much does Kingsmark Private Financial Advisors, LLC manage?

Kingsmark Private Financial Advisors, LLC reports $373.6 million in regulatory assets under management on its Form ADV.

How many employees does Kingsmark Private Financial Advisors, LLC have?

Kingsmark Private Financial Advisors, LLC reports 7 employees.

Where is Kingsmark Private Financial Advisors, LLC located?

Kingsmark Private Financial Advisors, LLC is based in Albany, GA and has been SEC-registered since 2008.

Does Kingsmark Private Financial Advisors, LLC disclose fund performance?

Kingsmark Private Financial Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address601 Pointe North Boulevard, Albany, GA 31721
Phone229-439-2348
Fax229-434-1979
Office hours8 a.m. To 5 p.m.
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$353M
Non-discretionary$20.7M
Total (RAUM)$373.6M