Overview
Assets Under Management: $744 million
Headquarters: WALNUT CREEK, CA
High-Net-Worth Clients: 5
Average Client Assets: $59 million
Services Offered
Services: Portfolio Management for Individuals, Educational Seminars
Clients
Number of High-Net-Worth Clients: 5
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 39.80
Average High-Net-Worth Client Assets: $59 million
Total Client Accounts: 1,394
Discretionary Accounts: 1,394
Regulatory Filings
CRD Number: 112109
Filing ID: 1962552
Last Filing Date: 2025-03-27 14:01:00
Website: https://jpkingadvisors.com