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J. P. King Advisors

EST. AUM
$889,700,000

CONTACTS
4

CLIENT ACCOUNTS
1,440

Firm Details

Metro area San Francisco
CRD Number 112109
Website jpkingadvisors.com
Client types

Overview

J.P. King Advisors, Inc. is an SEC Registered Investment Advisor located in Walnut Creek, CA. The firm advises individuals, retirement plans and foundations in the planning and management of assets towards the achievement of financial goals. The firm utilizes an Institutional Strategic Asset Allocation approach in building and managing portfolios. Driven by a strong belief in effective diversification and a commitment to low costs, the firm primarily uses institutional class mutual funds and exchange traded funds, both passive (index) and active, in implementing strategies defined by risk exposure. Portfolios are transparent, liquid, public traded securities held at major financial services firms, mainly Charles Schwab and Fidelity Investments.

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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