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Gregory David Linton

Kingsbridge Wealth Management, Inc.

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About Gregory David Linton

Gregory David Linton is an Investment Advisor Representative associated with Kingsbridge Wealth Management, Inc.. Gregory has been in the industry since November 2020 and is licensed to provide financial advice in Nevada. He is licensed to provide Investment Advisor services in Nevada and has passed the Uniform Investment Adviser Law Examination (Series 65). The firm provides financial advice to individuals, high-net-worth individuals, charitable organizations, and pooled investment vehicles. The firm manages over $453 million in assets.

Firm Information

Gregory Linton is currently registered with Kingsbridge Wealth Management, Inc.. Kingsbridge Wealth Management, Inc. is an investment advisor based in Las Vegas, Nevada. The firm provides financial planning, portfolio management for individuals and pooled investment vehicles, and selection of other advisors. Kingsbridge Wealth Management, Inc. manages over $453 million in assets for 217 clients, including high-net-worth individuals, charitable organizations, and pooled investment vehicles. The firm is registered with the SEC and has 4 investment advisor representatives.
Kingsbridge Wealth Management, Inc.

1140 N. TOWN CENTER DRIVE

LAS VEGAS, NV 89144

$453.10M

Assets Under Management

Not reported

Total Clients

4

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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other

Project administration fees

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Gregory Linton’s Registration & Firm History

NV

01/24/2022 - Present

Kingsbridge Wealth Management, Inc. (LAS VEGAS NV)

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Licenses & Designations

IA

Issued 07/26/2021

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Gregory David Linton.
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