Kingsley Advisors, LLC

RIASEC Registered
Total AUM
$65M
Discretionary
$65M
100% of AUM
Avg account
$409K
Accounts
159
Employees
2
Advisory reps
1

Firm details

Headquarters
,
CRD number
217513
Custodians
INTERACTIVE BROKERS LLC
Fee structure
Percentage of AUM
Client types
  • HNWI70.81%
  • Individuals29.19%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 100%100%
  • Exchange Traded Equities100%

Owners & executives

1 of 1
  • Ivan Sacks

    Ivan Sacks

    Founder & CIOCRD 1026487

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth