Overview
Assets Under Management: $274 million
Headquarters: RICHLAND, WA
High-Net-Worth Clients: 89
Average Client Assets: $2 million
Frequently Asked Questions
CHRISTENSEN, KING & ASSOCIATES INVESTMENT SERVICES, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #116556), CHRISTENSEN, KING & ASSOCIATES INVESTMENT SERVICES, INC. is subject to fiduciary duty under federal law.
CHRISTENSEN, KING & ASSOCIATES INVESTMENT SERVICES, INC. is headquartered in RICHLAND, WA.
CHRISTENSEN, KING & ASSOCIATES INVESTMENT SERVICES, INC. serves 89 high-net-worth clients according to their SEC filing dated March 24, 2025. View client details ↓
According to their SEC Form ADV, CHRISTENSEN, KING & ASSOCIATES INVESTMENT SERVICES, INC. offers portfolio management for individuals. View all service details ↓
CHRISTENSEN, KING & ASSOCIATES INVESTMENT SERVICES, INC. manages $274 million in client assets according to their SEC filing dated March 24, 2025.
According to their SEC Form ADV, CHRISTENSEN, KING & ASSOCIATES INVESTMENT SERVICES, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 89
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 61.08
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,059
Discretionary Accounts: 1,059
Regulatory Filings
CRD Number: 116556
Filing ID: 1956767
Last Filing Date: 2025-03-24 08:07:00
Website: https://ckacpa.com