J.P. King Advisors, Inc.
www.jpkingadvisors.comJ.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.
Read moreJ.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.
Read moreCountry
State
California
City (Headquarters)
Walnut Creek
Industry
Employees
1-10
Founded
1981
Estimated Revenue
$1 to $1,000,000
Social
Employees statistics
View all employeesPotential Decision Makers
Financial Advisor
Email ****** @****.comPhone (***) ****-****Principal
Email ****** @****.comPhone (***) ****-****Financial Advisor Associate
Email ****** @****.comPhone (***) ****-****
Technologies
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