KINGSBURY CAPITAL INVESTMENT ADVISORS LLC is an SEC-registered investment adviser (CRD 145658). Regulatory assets under management: $162.0M. This firm reports disciplinary history on Form ADV.
Compensation: % of AUM, Hourly, Fixed, Commissions.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.
| Name | Role | Location |
|---|---|---|
| William David Vellon | CEO & CCO | — |
| Daniel Gerard Finnerty | CHIEF OPERATING OFFICER AND CHIEF FINANCIAL OFFICER | — |
| Asher Dov Wolmark | MANAGING MEMBER | — |
| VELLON WILLIAM DAVID | CEO & CCO; MANGING MEMBER & CCO | — |
| WOLMARK ASHER DOV | MANAGING MEMBER | — |
| FINNERTY DANIEL GERARD | CHIEF OPERATING OFFICER AND CHIEF FINANCIAL OFFICER | — |
| Initiated | Type | Allegations | Status | Amount |
|---|---|---|---|---|
| — | regulatory | — | — | — |
| City | State | Employees | Phone |
|---|---|---|---|
| — | — | 2 | 407-472-4173 |
| — | — | 1 | 312-796-8455 |
| — | — | 1 | 847-922-6304 |
| — | — | 1 | 312-380-5306 |
| — | — | 1 | 312-380-5301 |
| WILMETTE | IL | 1 | 312-380-5302 |