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Kings Point Capital Management LLC

Overview

Articles

Insights

There are no insights from this firm to display at this time.

Holdings

ETF Holdings

Name Assets
ProShares Ultra QQQ $19,000

    Assets

    Assets

    Last updated on Dec. 13, 2019
      • $789.1M
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 799
        Accounts
      • $987.7K
        Estimated Average Account Balance

    Services

    Firm Services

    There is no Services data available to display at this time.

    Firm Client types

    There is no client type data to display at this time.

    Advisors

    Current Advisors

    # of advisors

    5

    name start date
    Jason Douglas Beaird
    August 2014
    Kenneth Sean Lynn
    April 2019
    Andres Ricardo Fernandez-Salvador
    July 2019
    John Albert IV Marshall
    September 2010
    Jeffrey Paul Bates
    January 2006

      Leadership

      Ownership

      There is no ownership data available to display at this time.

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Jack Lewis Salzman Manager February, 1998 50% to 75%
      Jeffrey Paul Bates Manager / Chief Operating Officer / Chief Compliance Officer December, 2005 50% to 75%
      John Albert Iv Marshall Member January, 2019 less than 5%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets