Kingsley Advisors, LLC
Firm details
- Headquarters
- ,
- CRD number
- 217513
- Website
- www.kingsleyadvisors.com
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI70.81%
- Individuals29.19%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Kingsley Advisors, LLC is a privately held limited liability company that provides fee-based portfolio management for individuals, families and small businesses. The firm charges a percentage-of-assets fee and focuses on discretionary portfolio management rather than institutional or pension consulting. Kingsley does not identify as an active ESG investor and is not flagged as a multi-state adviser in the source data. Ownership is listed as individual, and the adviser is classified as unclassified in the available snapshot.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities100%
Owners & executives
1 of 1Ivan Sacks
Founder & CIOCRD 1026487
Contacts
1 of 1Chaim Summers
Client Service AssociateCRD 8338740
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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