1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2J.P. KING ADVISORS, INC.

Map pinWALNUT CREEK, CA
Phone925-935-1555
NotebookSEC #801-60296
Total AUM
$889.7M
Employees
7
Clients
460

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1600 SOUTH MAIN STREET
SUITE 275
WALNUT CREEK
CA 94596-8810
United States
Operating Hours
8:30 A.M.- 5:00 P.M.
Monday - Friday
Phone
925-935-1555

ReceiptFinancials

Total AUM
$889.7M
Accounts
1,440
Discretionary
$889.7M
Accounts
1,440
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
274
AUM
$354M
HNW Individual Clients
174
AUM
$531.1M
Banking Clients
1
AUM
$0
Pension/Profit Sharing Plan Clients
4
AUM
$4.6M
Charitable Organization Clients
1
AUM
$0
Government Entity Clients
1
AUM
$0
Investment Advisor Clients
1
AUM
$0
Insurance Company Clients
1
AUM
$0
Sovereign Wealth Fund Clients
1
AUM
$0
Corporation or Business Clients
1
AUM
$0
Other Clients
1
AUM
$0
Description of Other Clients
NONE

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
EducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCATX

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account