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KINGS PATH PARTNERS LLC

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

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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 StatusApproved
Firm CRD#269876
SEC#801-107995
Assets Managed by Firm$1,270,242,682
No. of Clients506
No. of Advisors7

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 ClientsAUM
Firm Total506$1,270,242,682
Individuals (other than high net worth individuals)99$74,119,235
High net worth individuals44$205,226,559
Pension and profit sharing plans1$13,112,787
Charitable organizations16$955,166,143
Corporations or other businesses8$22,617,958

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