Dean
Antonopoulos
Kingswood Wealth Advisors, LLC
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About this Advisor
Dean Antonopoulos is a financial advisor based in San Diego, California with a total of 1 year of relevant experience. Antonopoulos works at Kingswood Wealth Advisors, LLC. Throughout their career, Antonopoulos has worked at Holy Trinity Greek Orthodox Church, Antonopoulos Capital Management, Inc, Vsr Financial Services, Inc, Vsr Advisory Services, Endeavor Investment Resources, Kalos Capital, Kalos Management, Kingswood Capital Partners, LLC and Kingswood Wealth Advisors, LLC. Antonopoulos maintains a Series 63 license, certifying them as a securities broker, and is registered to serve investors in Florida, Illinois and Indiana. Kingswood Wealth Advisors, LLC is a registered investment firm operating out of San Diego, CA. The company has offices in seven locations and a total of 82 advisors. It manages $969 million in assets across its 2,720 customer accounts, placing it among the bigger investment advisory firms in the country by assets under management. Of its 2,720 customer accounts, just 13% are associated with high-net-worth clients who have greater than $1 million in assets. Kingswood Wealth Advisors, LLC has a diverse range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Fees for financial management usually depend on which services the firm provides the client. Fee types billed by Kingswood Wealth Advisors, LLC can include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Kingswood Wealth Advisors, LLC Brokerage Details
$969,372,131
82
2,720
$356,387
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
Dean Antonopoulos Work History
Dean has been registered as a financial advisor for 1 years.*
Kingswood Capital Partners, LLC
Kingswood Wealth Advisors, LLC
Endeavor Investment Resources
Kalos Capital
Kalos Management
Antonopoulos Capital Management, Inc
Vsr Financial Services, Inc
Vsr Advisory Services
Holy Trinity Greek Orthodox Church
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Dean Antonopoulos to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Kingswood Wealth Advisors, LLC
Miami, FL
Sugar Hill, NH
Miami, FL
San Diego, CA
Freeport, IL
San Diego, CA
Denver, CO
Severna Park, MD
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