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Home > Retirement Planners > texas > sugar land > KINGS PATH PARTNERS LLC
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 $981,284,873 assets under management, offering retirement planning & investment advisory services to 390 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 | $981,284,873 |
| No. of Clients | 390 |
| No. of Advisors | 7 |
Fee Structure
- A Percentage of AUM
- Hourly charges
- 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 | 390 | $981,284,873 |
| Individuals (other than high net worth individuals) | 90 | $62,919,368 |
| High net worth individuals | 28 | $152,369,303 |
| Charitable organizations | 10 | $752,678,650 |
| Corporations or other businesses | 5 | $13,317,552 |
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