Thomas
Grimm
Kingswood Wealth Advisors, LLC
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About this Advisor
Thomas Grimm is a financial advisor based in Waxhaw, North Carolina, working with Kingswood Wealth Advisors, LLC. Thomas has previously held positions at Laidlaw And Company, Allied Millennial Partners, Benchmark Investments, Inc, Benchmark Advisory Services, LLC, Kingswood Wealth Advisors LLC, Kingswood Capital Partners, LLC, and Millennial Advisers, LLC. Thomas has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California, Illinois, Iowa, New York, North Carolina, Pennsylvania, South Carolina, Texas, Virginia, and Washington. Currently, Thomas is part of Kingswood Wealth Advisors, LLC, which operates out of Waxhaw, North Carolina. The firm has 43 offices and 80 employees. The firm manages assets totaling $1.0 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Kingswood Wealth Advisors, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Kingswood Wealth Advisors, LLC Brokerage Details
$1,042,935,953
80
4,527
$230,381
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
Thomas Grimm Work History
Kingswood Capital Partners, LLC
Kingswood Wealth Advisors LLC
Benchmark Investments, Inc
Benchmark Advisory Services, LLC
Allied Millennial Partners
Millennial Advisers, LLC
Laidlaw And Company
Disclosures
Please visit the SEC profile of Thomas Grimm 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
San Diego, CA
San Diego, CA
Henderson, NV
American Fork, UT
Manhattan Beach, CA
San Diego, CA
Fullerton, CA
San Diego, CA
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