No-load Asset Management

No-load Asset Management (CRD# 136309) is a financial advisory firm headquartered in Carmel, CA. They manage $39,448,687 in 208 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    39
    MILLION
  • Total Number of Accounts
    208
    ACCOUNTS
  • Average Account Value
    $189,657
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at No-load Asset Management
Showing 1 - 1 of 1 top financial advisors.
1
Matthew C. King
CRD#: 1551276
26524 Fisher Drive, Carmel, CA 93923
93
Wealthminder
score

Matthew King (CRD# 1551276) is an Investment Advisor Representative working at No-load Asset Management in Carmel, CA and has over 30 years of experience in the finance industry.

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