Top financial advisors in Point Richmond, CA
We’ve curated a list of the best financial advisors in Point Richmond, take a look at it below
Find an advisor in Point Richmond| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $163,791,000 | 6 advisors |
How we came up with this list
To generate our top financial advisors list in Point Richmond, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Point Richmond. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
Kingsford Capital Management, LLC
Kingsford Capital Management, LLC is a financial advisory firm based in Point Richmond, California. It currently has approximately $163,791,000 of assets under management and employs about 6 people. Kingsford Capital Management, LLC uses a fee structure of a percentage of assets under your management, performance-based fees and performance based allocations from investment partnerships.
Assets under management
$163,791,000
Headcount
6 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
PERFORMANCE BASED ALLOCATIONS FROM INVESTMENT PARTNERSHIPS
SEC number
801-73688
Services offered
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
See full profileMeet the advisor
1160 Brickyard Cove Road,
Suite 300,
Point Richmond,
California,
94801
Your first meeting is free.