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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 $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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