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Home > Retirement Planners > florida > naples > KING WEALTH MANAGEMENT GROUP, LLC
KING WEALTH MANAGEMENT GROUP, LLC
4851 Tamiami Trail North
Suite 200
Naples, Florida 34103
Tel: (239) 766-4092
About KING WEALTH MANAGEMENT GROUP, LLC
KING WEALTH MANAGEMENT GROUP, LLC, formally registered with the SEC as KING WEALTH MANAGEMENT GROUP, LLC. The firm was established in 01/10/2012. They have over 2 offices throughout the country.
KING WEALTH MANAGEMENT GROUP, LLC is a Naples, Florida based Financial Planning firm with nearly $931,335,129 assets under management, offering retirement planning & investment advisory services to 1743 clients. The firm is staffed with 7 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 159550 |
| SEC# | 801-73023 |
| Assets Managed by Firm | $931,335,129 |
| No. of Clients | 1743 |
| No. of Advisors | 7 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1743 | $931,335,129 |
| Individuals (other than high net worth individuals) | 444 | $172,310,516 |
| High net worth individuals | 219 | $721,076,495 |
| Pension and profit sharing plans | Fewer than 5 clients | $1,398,114 |
| Charitable organizations | Fewer than 5 clients | $594,824 |
| Corporations or other businesses | 11 | $35,955,180 |
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