Overview
Assets Under Management: $1.3 billion
Headquarters: SUGAR LAND, TX
High-Net-Worth Clients: 44
Average Client Assets: $5 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 44
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 16.16
Average High-Net-Worth Client Assets: $5 million
Total Client Accounts: 506
Discretionary Accounts: 498
Non-Discretionary Accounts: 8
Regulatory Filings
CRD Number: 269876
Last Filing Date: 2025-01-21 00:00:00
Website: https://kingspathllc.com