No-load Asset Management

No-load Asset Management (CRD# 136309) is a financial advisory firm headquartered in Carmel, CA. They manage $62,414,527 in 202 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
P.o. Box 221401, Carmel, CA 93922
By the Numbers
  • Total Assets Under Management
    62
    MILLION
  • Total Number of Accounts
    202
    ACCOUNTS
  • Average Account Value
    $308,983
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
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 King, financial advisor Carmel CA
Matthew C. King
CRD#: 1551276
26524 Fisher Drive, Carmel, CA 93923

Matthew King (CRD# 1551276) is an Investment Advisor Representative working at No-load Asset Management in Carmel, CA and has over 37 years 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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