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Home > Retirement Planners > texas > southlake > KINGFISH CAPITAL PARTNERS LLC
KINGFISH CAPITAL PARTNERS LLC
950 E. State Highway 114
Suite 160, #1018
Southlake, Texas 76092
Tel: 650-980-0200
About KINGFISH CAPITAL PARTNERS LLC
KINGFISH CAPITAL PARTNERS LLC, formally registered with the SEC as KINGFISH CAPITAL PARTNERS LLC. The firm was established in 05/14/2020. They have over 1 offices throughout the country.
KINGFISH CAPITAL PARTNERS LLC is a Southlake, Texas based Financial Planning firm with nearly $239,111,724 assets under management, offering retirement planning & investment advisory services to 15 clients. The firm is staffed with 41 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 283489 |
| SEC# | 801-118592 |
| Assets Managed by Firm | $239,111,724 |
| No. of Clients | 15 |
| No. of Advisors | 41 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for pooled investment vehicles
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 15 | $239,111,724 |
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