Kingsview Asset Management Recruits $185 Million Branch Office from Raymond James
Chad Mitton, David Dorsey, Cody Ashton, Michael Bird and Arrah-Wonah Nester have left Raymond James Financial Services with $185 Million in AUM and joined Kingsview Asset Management.
“I’m thrilled to join a group of professionals focused on providing value for clients,” Mitton said. “I appreciate the support Kingsview Asset Management is able to offer, while having the flexibility to meet client needs on a case-by-case basis.”
With 50 years of combined financial planning and wealth management experience, the group specializes in working with accountants and attorneys to provide family office services to clients.
“We are very pleased to have the Sun City team join our firm,” said Josh Lewis, Senior Managing Partner of Kingsview Asset Management. “With decades of combined experience, the group offers a well-rounded knowledge base, imperative for the implementation of the family office experience within the CPA space.”
About Kingsview Asset Management
Kingsview Asset Management (“KAM”) is an investment advisor registered with the Securities and Exchange Commission headquartered in Chicago, Illinois. Our multi-faceted firm ensures that KAM can offer virtually any strategy or product the financial services industry has to offer. This ensures that registration or affiliation never limits our client’s options.
KAM maintains custodial relationships with Charles Schwab, TD Ameritrade and Interactive Brokers. By giving clients multiple alternatives for the custody of their money they can maximize each firm’s individual benefits for a unique need.