K
$38.0M Total AUM
$38.0M Disc. AUM
-- 3Y CAGR
2 Employees
28 ADV. Clients
3 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-01-2022
- Office Locations
- 1
Office Locations
-- Marietta GA
About King Financial Investments INC
King Financial Investments INC is a Marietta-based RIA. The firm has been operating for 3 years. Managing $38.0M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$38.0M AVG AUM / ADVISOR
$1.4M AVG AUM / CLIENT
3.7 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
3yrs Firm Age
Insights
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
Robert Gregory King
Chief Compliance Officer, Financial Analyst, President
- CRD
- #7658242
- Ownership
- 75% or more
Available
Available
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B
BENJAMIN REUBEN KING
Chief Financial Officer, Vice President
- CRD
- --
- Ownership
- Less than 5%
Available
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Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $37,953,637 | -- |
| Non-Discretionary | $0 | -- |
| Total | $37,953,637 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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