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.
View Top Employees from J.P. King Advisors, Inc.Website | http://www.jpkingadvisors.com |
Revenue | $1 million |
Employees | 9 (7 on RocketReach) |
Founded | 1981 |
Address | 1600 S Main St Ste 275, Walnut Creek, California 94596, US |
Phone | (925) 935-1555 |
Fax | (925) 944-3517 |
Technologies |
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Industry | Financial Services, Finance General, Finance |
Competitors | Ambassador Wealth Management, LLC, Brookside Capital Inc, Parabolic Asset Management, Prosperity Financial Group, Inc., Union Financial Partners |
SIC | SIC Code 62 Companies, SIC Code 628 Companies |
NAICS | NAICS Code 5239 Companies, NAICS Code 52393 Companies, NAICS Code 52 Companies, NAICS Code 523 Companies |
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The J.P. King Advisors, Inc. annual revenue was $1 million in 2024.
7 people are employed at J.P. King Advisors, Inc..
J.P. King Advisors, Inc. is based in Walnut Creek, California.
The NAICS codes for J.P. King Advisors, Inc. are [5239, 52393, 52, 523].
The SIC codes for J.P. King Advisors, Inc. are [62, 628].