Kingsview Partners
Financial Services • 
Grants Pass, Oregon, United States • 201-500 Employees
Company overview
| Headquarters | 509 SE 7th Street, Grants Pass, Oregon 97526, US |
| Phone number | +13128706701 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Founded | 2014 |
| Employees | 201-500 |
| Socials |
Kingsview Partners Email Formats
Kingsview Partners uses 5 email formats. The most common is {first name}{last name} (e.g., johndoe@kingsview.com), used 48.3% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}{last name} | johndoe@kingsview.com | 48.3% |
{first initial}{last name} | jdoe@kingsview.com | 42% |
{last name}{last name} | doedoe@kingsview.com | 4% |
{first initial}{last name} | jdoe@kingsviewam.com | 2.3% |
{last name}{last name} | doedoe@kingsviewam.com | 1.1% |
About Kingsview Partners
Kingsview Partners is a multi-faceted, fee-based Wealth Management Partnership offering Financial Planning and Portfolio and Investment Management. We believe the first step to successful investment management is sound financial planning, ensuring that every client gets the specialized attention required to meet their investment needs. To us, the only thing that matters is long term client satisfaction. Our commitment is our client’s best Interest and our obligation extends far beyond the initial financial plan. We will not waver on our responsibility to be our client’s financial guide. This means we are here to ensure that your long-term goals do not fall victim to short term wants. Your Financial Advisor is there to keep you informed and comfortable with your investment allocations, your financial plan, and your future. "We are an organization of highly skilled people committed to understanding what your needs, concerns & goals are and then meeting and exceeding them through careful planning. Since our ultimate successes are tied together, it’s our mission to earn your trust every single day. All we have is our reputation in your eyes." - Joshua M. Lewis, Senior Managing Partner
Kingsview Partners revenue & valuation
| Annual revenue | $10,000,000 |
| Revenue per employee | $48,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $32,000,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 201-500
Seniority
Employees
Employees by Department
Kingsview Partners has 144 employees across 13 departments.
Departments
Number of employees
Funding Data
Kingsview Partners has never raised funding before.
Kingsview Partners Tech Stack
Discover the technologies and tools that power Kingsview Partners's digital infrastructure, from frameworks to analytics platforms.
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Miscellaneous
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