Kingswood U.S., a New York-based network of registered investment advisory firms and broker-dealers overseeing more than $3 billion, has attracted firms with 15 financial advisers in the fourth quarter of 2022.
The advisers work at a practice serving high-net-worth clients in the Washington, D.C., metro area, a 20-year-old planning firm in Atlanta, Georgia, and a financial planning and consulting firm in Hawaii.
For the year, Kingswood Wealth Advisors attracted 21 advisers supervising more than $943 million in assets, the company said in a release.
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A great man died recently, but this did not make headlines. In fact, it barely even made the news. Maybe it’s because many have already mourned the departure of his greatest legacy: the 60/40 portfolio.
Discover the award-winning strategies behind Destiny Wealth Partners' client-centric approach.
