CRD: 299303
King Retirement Solutions, LLC
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- Custodian
- Brown Brothers · Charles Schwab & Company
- Clients
- Retail
- Platforms
- OakWave bridge +more
- Established Date
- 01-02-2019
- Office Locations
- 1
Office Locations
About King Retirement Solutions, LLC
King Retirement Solutions, LLC is a Florida- and Colorado-registered RIA and independent insurance firm led by veteran advisor GW King (30+ years). The firm works with pre-retirees and retirees on retirement strategies that combine investment advisory, financial planning, and insurance/annuity solutions, with an emphasis on financial efficiency, asset allocation, and risk management through its “Smart Money Process.”
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Investment Themes
Investment Vehicles
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Technology
Owner & Executives
GW KING
Chief Compliance Officer, INVESTMENT ADVISOR REPRESENTATIVE, Managing Member
- CRD
- #1971288
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $2,002,142 | -- |
| Total | $2,002,142 | -- |
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Separately Managed Accounts
Total SMA Asset: $2,002,142
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $7,875,780,337 | 100.0% |
| Total | $7,875,780,337 | 100.0% |