1334 Jadwin Avenue
Richland, Washington 99354
Tel: 509-943-1040
CHRISTENSEN, KING & ASSOCIATES INVESTMENT SERVICES, INC, formally registered with the SEC as CHRISTENSEN, KING & ASSOCIATES INVESTMENT SERVICES, INC. The firm was established in 10/11/2017. They have over 1 offices throughout the country.
CHRISTENSEN, KING & ASSOCIATES INVESTMENT SERVICES, INC. is a Richland, Washington based Financial Planning firm with nearly $249,545,158 assets under management, offering retirement planning & investment advisory services to 1083 clients. The firm is staffed with 10 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 116556 |
SEC# | 801-111829 |
Assets Managed by Firm | $249,545,158 |
No. of Clients | 1083 |
No. of Advisors | 10 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 1083 | $249,545,158 |
Individuals (other than high net worth individuals) | 587 | $104,062,361 |
High net worth individuals | 82 | $145,482,797 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$475,093,919,406 | 163121 | 877 | |
$82,657,150,657 | 146 | 653 | |
$52,480,583,056 | 70944 | 653 | |
$24,747,000,000 | 17 | 95 | |
$23,026,995,111 | 77 | 656 |
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