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Building 2KINGSROAD FINANCIAL INSURANCE SERVICES, INC.

Map pinSAN DIEGO, CA
Phone858-452-4930
NotebookSEC #801-67361
Total AUM
$43.4M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5405 MOREHOUSE DRIVE
SUITE 230
SAN DIEGO
CA 92121
United States
Operating Hours
8:00 AM TO 5:00 PM
Monday - Friday
Phone
858-452-4930

ReceiptFinancials

Total AUM
$43.4M
Accounts
192
Discretionary
$43.4M
Accounts
192
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CANETX

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

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