Overview
Assets Under Management: $1.3 billion
Headquarters: SUGAR LAND, TX
High-Net-Worth Clients: 44
Average Client Assets: $5 million
Frequently Asked Questions
KINGS PATH PARTNERS LLC 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 #269876), KINGS PATH PARTNERS LLC is subject to fiduciary duty under federal law.
KINGS PATH PARTNERS LLC is headquartered in SUGAR LAND, TX.
KINGS PATH PARTNERS LLC serves 44 high-net-worth clients according to their SEC filing dated January 21, 2025. View client details ↓
According to their SEC Form ADV, KINGS PATH PARTNERS LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
KINGS PATH PARTNERS LLC manages $1.3 billion in client assets according to their SEC filing dated January 21, 2025.
According to their SEC Form ADV, KINGS PATH PARTNERS LLC serves high-net-worth individuals and institutional clients. View client details ↓
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