Kingsview Wealth Management LLC

Grants Pass, OR

Oregon

Registered In

08/15/2019

Incorp. Date

Foreign

Registration Type

Delaware

Foreign Jurisdiction

Company Summary

Kingsview Wealth Management LLC at 509 SE 7th ST STE 2, Grants Pass, Or 97526 lists Sean Mcgillivray of Grants Pass, OR as the associate.

Overview

Registered In

Oregon

Incorporation Date

08/15/2019

Company Type

Foreign Limited Liability Company

Status

Active

Registration Type

Foreign

Foreign Jurisdiction

Delaware

Find Social Profiles

Search Other Resources

SEC | EDGAR Trellis.Law Recent News

People

Sean Mcgillivray Registered Agent	509 SE 7TH ST STE 2, GRANTS PASS, OR 97526
Sean Mcgillivray Member	376 CASTLE CREEK RD, GRANTS PASS, OR 97526

Map & Locations

509 SE 7TH ST STE 2, GRANTS PASS, OR 97526 View Map

Financials

Financial Information for Kingsview Wealth Management LLC

Form 5500

KINGSVIEW WEALTH MANAGEMENT LLC

509 SE 7th St, 2nd Floor, Grants Pass, Or 97526 (541) 215-4187 EIN:26-4016866 Plan Admin:Darcie Castleberry

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameKINGSVIEW WEALTH MANAGEMENT LLC 401K PLAN Plan #001 Participants BOY/EOY64 / 76 Assets BOY/EOY$1,098,831 / $1,318,698	2022	KINGSVIEW WEALTH MANAGEMENT LLC 401K PLAN - Plan #001	64 / 76	$1,098,831 / $1,318,698
2021	Plan NameKINGSVIEW WEALTH MANAGEMENT LLC 401K PLAN Plan #001 Participants BOY/EOY50 / 60 Assets BOY/EOY$642,747 / $1,098,831	2021	KINGSVIEW WEALTH MANAGEMENT LLC 401K PLAN - Plan #001	50 / 60	$642,747 / $1,098,831
2020	Plan NameKINGSVIEW WEALTH MANAGEMENT LLC 401K PLAN Plan #001 Participants BOY/EOY41 / 50 Assets BOY/EOY$221,595 / $642,747	2020	KINGSVIEW WEALTH MANAGEMENT LLC 401K PLAN - Plan #001	41 / 50	$221,595 / $642,747

Benefit & Retirement Plans based on Form 5500.

PPP Loans

KINGSVIEW WEALTH MANAGEMENT, LLC

509 SE 7TH ST 2nd Floor, GRANTS PASS, OR 97526-2418

Loan Date	Approved	Forgiven	Lender	Jobs
04/09/2020	Approved$1,341,728 Forgiven$1,350,367 LenderFirst Merchants Bank Jobs98	04/09/2020	$1,341,728	$1,350,367	First Merchants Bank	98

PPP Loans based on Paycheck Protection Program.

Linked Companies

Related Business Names:

Kingsview Wealth Management LLC Registered in New York	Grants Pass, OR	View Report
Kingsview Wealth Management, LLC Registered in New Jersey		View Report
Kingsview Wealth Management, LLC Registered in Ohio	Grants Pass, OR Toledo, OH	View Report
Kingsview Wealth Management LLC Registered in Connecticut	Grants Pass, OR Westport, CT	View Report
Kingsview Wealth Management LLC Registered in Washington	Brooklyn, NY Grants Pass, OR	View Report
Kingsview Wealth Management LLC Registered in Arizona	Gilbert, AZ Wilmington, DE	View Report
Kingsview Wealth Management LLC Registered in Pennsylvania	West Chester, PA	View Report
Kingsview Wealth Management LLC Registered in California	Grants Pass, OR San Marcos, CA (1 more)	View Report
Kingsview Wealth Management LLC Registered in Wyoming	Casper, WY Grants Pass, OR	View Report
Kingsview Wealth Management LLC Registered in Virginia	Falls Church, VA Mechanicsville, VA	View Report
Kingsview Wealth Management LLC Registered in New Mexico	Grants Pass, OR	View Report
Kingsview Wealth Management, LLC Registered in Florida	Grants Pass, OR	View Report
Kingsview Wealth Management LLC Registered in Georgia	Alpharetta, GA	View Report
Kingsview Wealth Management LLC Registered in North Carolina	Grants Pass, OR Greensboro, NC	View Report
Kingsview Wealth Management, LLC Registered in Texas	Grants Pass, OR Waco, TX	View Report
Kingsview Wealth Management LLC Registered in North Dakota	Bismarck, ND Pass, OR	View Report

Address Match:509 Se 7th St Ste 2 Grants Pass, OR

Kingsview Insurance Services Registered in North Dakota	Grants Pass, OR	View Report
Kingsview Trust and Insurance Services, LLC Registered in Virginia	Grants Pass, OR Mechanicsville, VA (1 more)	View Report
Kingsview Trust and Insurance Services, LLC Registered in Massachusetts	Grants Pass, OR Chicago, IL	View Report
Kingsview Trust and Insurance Services, LLC Registered in Washington	Grants Pass, OR	View Report
Kingsview Trust and Insurance Services, LLC Registered in Wyoming	Casper, WY Grants Pass, OR	View Report
Kingsview Trust and Insurance Services, LLC Registered in Idaho	Boise, ID Chicago, IL (1 more)	View Report
Kingsview Asset Management LLC Registered in Oregon	Gold Hill, OR Grants Pass, OR	View Report
Kingsview Trust and Insurance Services, Llc (Dba Kingsview Insurance Services) Registered in North Dakota	Bismarck, ND Grants Pass, OR	View Report

Address Match:509 Se 7th St Grants Pass, OR

Grants Pass & Josephine County - Rubtsovsk Sister City, Inc. Registered in Oregon	Grants Pass, OR	View Report
Ib Group Management LLC Registered in Connecticut	Grants Pass, OR Westport, CT	View Report
Kingsview Insurance Services Registered in Oregon	Grants Pass, OR	View Report
Kingsview Strategic Tax Consulting, LLC Registered in Oregon	Grants Pass, OR Gold Hill, OR	View Report
Kingsview Trust and Insurance Services, LLC Registered in New Mexico	Grants Pass, OR	View Report
Kingsview Insurance Services, LLC Registered in North Carolina	Grants Pass, OR Greensboro, NC	View Report
Kingsview Trust and Insurance Services, LLC Registered in Alabama	Grants Pass, OR Montgomery, AL (2 more)	View Report
Kingsview Asset Management LLC Registered in Massachusetts	Boston, MA Grants Pass, OR	View Report

Person/City Match:Sean Mcgillivray - Grants Pass, OR

Kingsview Trust and Insurance Services, LLC Registered in Arizona	Gilbert, AZ Wilmington, DE	View Report
L&M, LLC Registered in Oregon	Grants Pass, OR Westport, CT	View Report
N5140v LLC Registered in Oregon	Grants Pass, OR	View Report
Kingsview Trust and Insurance Services LLC Registered in Texas	Poughkeepsie, NY Waco, TX	View Report
Great Pacific Capital Management, LLC Registered in Oregon	Grants Pass, OR	View Report
Redline Technologies Registered in Oregon	Grants Pass, OR	View Report
Redline Technologies Registered in Oregon	Grants Pass, OR	View Report

View More in Grants Pass, OR

Sources

The following government agencies have contributed data:

• Oregon Secretary of State • U.S. Department of Labor • U.S. Small Business Administration