KINGSBRIDGE PRIVATE WEALTH MANAGEMENT, INC.
CRD #147023 SEC #801-69119 LAS VEGAS, NV 702-947-5160
SEC Registered
Total AUM
$93.3M
Discretionary
$81.2M
Employees
5
Clients
10
Accounts
97
Firm Details
- Organization Type
- Corporation
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Apr 30, 2009
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| LEITER, KORRINE, CARMELL GILLIA | I | VICE PRESIDENT & TREASURER | NA | |
| DUNN, DAVID, JAMES | I | PRESIDENT, MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER, SECRETARY | E | Control |
| DUNN, KERRI, LYNN | I | DIRECTOR & SHAREHOLDER | B | Control |
Registrations
Federal
IA
Apr 30, 2009 REGISTERED
Notice Filings (2)
CA NV
Address
9505 HILLWOOD DRIVESUITE #100
LAS VEGAS, NV 89134
United States
Phone: 702-947-5160