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Home > Retirement Planners > california > walnut creek > J.P. KING ADVISORS, INC.
J.P. KING ADVISORS, INC.
1600 South Main Street
Suite 275
Walnut Creek, California 94596-8810
Tel: 925-935-1555
About J.P. KING ADVISORS, INC.
JP KING ADVISORS, INC, formally registered with the SEC as JP KING ADVISORS, INC. The firm was established in 05/23/2001. They have over 1 offices throughout the country.
J.P. KING ADVISORS, INC. is a Walnut Creek, California based Financial Planning firm with nearly $654,200,000 assets under management, offering retirement planning & investment advisory services to 1377 clients. The firm is staffed with 7 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 112109 |
| SEC# | 801-60296 |
| Assets Managed by Firm | $654,200,000 |
| No. of Clients | 1377 |
| No. of Advisors | 7 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1377 | $654,200,000 |
| Individuals (other than high net worth individuals) | 259 | $260,444,000 |
| High net worth individuals | 170 | $390,664,000 |
| Pension and profit sharing plans | 4 | $3,092,000 |
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