KINGSBRIDGE WEALTH MANAGEMENT, INC. of LAS VEGAS, NV is an SEC-registered investment adviser (CRD 165560). Regulatory assets under management: $469.3M.
Compensation: % of AUM, Other.
Clients served: Individuals, High net worth, Charities.
| Name | Role | Location |
|---|---|---|
| Donald Edwin Hall | TRUSTEE | Pasadena, CA |
| David James Dunn | PRESIDENT; TRUSTEE | — |
| Kerri Lynn Dunn | EXECUTIVE VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER; TRUSTEE | — |
| Martin Tico Orton | SR. VICE PRESIDENT | — |
| Jessica B Holzman | TRUSTEE | — |
| Edward Michael Holzman | TRUSTEE | — |
| Gina Knox | TRUSTEE | — |
| DUNN WILLIAM JAMES | PRESIDENT; PRESIDENT, CCO; TRUSTEE | — |
| DUNN KERRI LYNN | CHIEF COMPLIANCE OFFICER; DIRECTOR/TREASURER; EXECUTIVE VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER (+2 more) | — |
| HALL JAMES EDWIN | TRUSTEE; TRUSTEEE | — |
| ORTON MARTIN TICO | SR. VICE PRESIDENT; VICE PRESIDENT | — |
| HOLZMAN JESSICA B | TRUSTEE | — |
| HOLZMAN EDWARD MICHAEL | TRUSTEE | — |
| KNOX GINA | TRUSTEE | — |
| Jessica B. Holzman | TRUSTEE | — |
| City | State | Employees | Phone |
|---|---|---|---|
| NEWPORT BEACH | CA | 2 | 702-947-5160 |
| NEWPORT BEACH | CA | 2 | 702-947-5160 |