KINGS PATH PARTNERS LLC

206 Brooks Street
Sugar Land, Texas 77478-4212
Tel: (832) 500-3101

About KINGS PATH PARTNERS LLC

KINGS PATH PARTNERS LLC, formally registered with the SEC as KINGS PATH PARTNERS LLC. The firm was established in 06/17/2016. They have over 1 offices throughout the country.

KINGS PATH PARTNERS LLC is a Sugar Land, Texas based Financial Planning firm with nearly $1,270,242,682 assets under management, offering retirement planning & investment advisory services to 506 clients. The firm is staffed with 7 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	269876
SEC#	801-107995
Assets Managed by Firm	$1,270,242,682
No. of Clients	506
No. of Advisors	7

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	506	$1,270,242,682
Individuals (other than high net worth individuals)	99	$74,119,235
High net worth individuals	44	$205,226,559
Pension and profit sharing plans	1	$13,112,787
Charitable organizations	16	$955,166,143
Corporations or other businesses	8	$22,617,958

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