King Financial

King Financial (CRD# 299374) is a financial advisory firm headquartered in , . They manage $73,423,000 in 123 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
https://www.kingfinancial.net/
By the Numbers
  • Total Assets Under Management
    73
    MILLION
  • Total Number of Accounts
    123
    ACCOUNTS
  • Average Account Value
    $596,935
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at King Financial
Showing 1 - 2 of 2 top financial advisors.
1
Devin King, financial advisor Lathrop CA
Devin L. King
CRD#: 5839705
Lathrop, CA

Devin King (CRD# 5839705) is an Investment Advisor Representative working at King Financial in Lathrop, CA and has over 13 years of experience in the finance industry.

2
Timothy Wheeler, financial advisor Bozeman MT
Timothy W. Wheeler
CRD#: 7764765
1700 W Koch St Unit 2, Bozeman, MT 59715

Timothy Wheeler (CRD# 7764765) is an Investment Advisor Representative working at King Financial in Bozeman, MT and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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