J.P. King Advisors, Inc.
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- 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 defined goals. Founded in 1981, the firm of eight is led by James P. King, CFP®, MBA and Scott N. Horton, CFP®, MS who have over 50 years combined experience in investment management. As of March 31, 2014, assets under advisement exceeded $350,000,000.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. References available.
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Headquarters:1600 S Main St Ste 100, Walnut Creek, California, United States
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Phone Number: +1 925-935-1555
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Website: https://www.jpkingadvisors.com
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Employees:7
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Revenue:$1 - 10M
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Legal Name:J.P. King Advisors, Inc.
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J.P. King Advisors, Inc.'s Social Media
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| NAICS Code: 523930 |
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Frequently Asked Questions regarding J.P. King Advisors, Inc.
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Where are J.P. King Advisors, Inc.'s Headquarters?
J.P. King Advisors, Inc.'s Headquarters are in 1600 S Main St Ste 100,Walnut Creek,California,United States
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What is J.P. King Advisors, Inc.'s phone number?
J.P. King Advisors, Inc.'s phone number is +1 925-935-1555
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What is J.P. King Advisors, Inc.'s official website?
J.P. King Advisors, Inc.'s official website is https://www.jpkingadvisors.com
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What is J.P. King Advisors, Inc.'s Revenue?
J.P. King Advisors, Inc.'s revenue is $1 - 10M
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What is J.P. King Advisors, Inc.'s NAICS code?
J.P. King Advisors, Inc.'s NAICS code is 523930
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How many employees are working in J.P. King Advisors, Inc.
J.P. King Advisors, Inc. has 7 employees
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What is J.P. King Advisors, Inc.'s Industry?
J.P. King Advisors, Inc. is in the industry of Financial Services
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Who is J.P. King Advisors, Inc.'s CEO?
J.P. King Advisors, Inc.'s CEO is Scott Horton