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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 9 offices throughout the country.
KING WEALTH MANAGEMENT GROUP, LLC is a Naples, Florida based Financial Planning firm with nearly $633,407,661 assets under management, offering retirement planning & investment advisory services to 1647 clients. The firm is staffed with 8 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 159550 |
| SEC# | 801-73023 |
| Assets Managed by Firm | $633,407,661 |
| No. of Clients | 1647 |
| No. of Advisors | 8 |
Fee Structure
- A Percentage of AUM
- Fixed Fees
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Selection of Other Advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1647 | $633,407,661 |
| Individuals (other than high net worth individuals) | 497 | $180,561,292 |
| High net worth individuals | 137 | $417,129,328 |
| Pension and profit sharing plans | Fewer than 5 clients | $3,367,309 |
| Charitable organizations | Fewer than 5 clients | $438,159 |
| Corporations or other businesses | 8 | $31,911,573 |
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