Overview
Assets Under Management: $744 million
Headquarters: WALNUT CREEK, CA
High-Net-Worth Clients: 166
Average Client Assets: $3 million
Frequently Asked Questions
J.P. KING ADVISORS, 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 #112109), J.P. KING ADVISORS, INC. is subject to fiduciary duty under federal law.
J.P. KING ADVISORS, INC. is headquartered in WALNUT CREEK, CA.
J.P. KING ADVISORS, INC. serves 166 high-net-worth clients according to their SEC filing dated March 27, 2025. View client details ↓
According to their SEC Form ADV, J.P. KING ADVISORS, INC. offers portfolio management for individuals and educational seminars and workshops. View all service details ↓
J.P. KING ADVISORS, INC. manages $744 million in client assets according to their SEC filing dated March 27, 2025.
According to their SEC Form ADV, J.P. KING ADVISORS, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Educational Seminars
Clients
Number of High-Net-Worth Clients: 166
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 59.70
Average High-Net-Worth Client Assets: $3 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