Kingswood Capital Partners, LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
214
Avg account
$0

Firm details

Headquarters
San Diego, California
CRD number
288898
Registered since
January 18, 2018

Firm profile

FINTRX

Overview

Kingswood Capital Partners, LLC is organized as a limited liability company and is classified in the dataset as an investment bank. FINTRX lists the firm as owned by domestic entities and individuals. The profile indicates the firm does not act as a capital allocator and is not identified as an active ESG investor; it is also not listed as a pension consultant or a related adviser. No specific advisory business lines, client segments, fee schedules, or investment strategies were provided in the source data.

Assets & Accounts

Location & Offices

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

Owners & executives

3 of 10
  • Yarenis Rodriguez

    Yarenis Rodriguez

    Chief Compliance OfficerCRD 5310038

  • Mohamed Alsoraimi

    Mohamed Alsoraimi

    Chief Compliance OfficerCRD 5319490

  • Kyle Rodgers

    Kyle Rodgers

    Chief Executive OfficerCRD 6811728

Unlock 7 more executives →

Contacts

3 of 204
  • Philip Kehoe

    Philip Kehoe

    Wealth StrategistCRD 5759737

  • Logan Lowrey

    Logan Lowrey

    Owner, PresidentCRD 5760554

  • Andrew Burnett

    Andrew Burnett

    Registered RepresentativeCRD 5767269

Unlock 201 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

San Diego, CA

San Diego

Location

San Diego, CA

Headquartered in San Diego, CA, anchoring the San Diego-Chula Vista-Carlsbad, CA metro in the West.

Metro area
San Diego-Chula Vista-Carlsbad, CA
Region
West
County
San Diego
Address
11440 W Bernardo Ct
Time zone
PT (UTC-8)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth