KING FINANCIAL

KING FINANCIAL INCORPORATED

CRD 299374

Corporate platformCorporation

Large incorporated asset manager or corporate group — typically not a local adviser team.

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United States

Registration

— (—)

Source

State registered

Total AUM

$107.2M

Discretionary AUM

$76.2M

Team

4 total employees; 3 advisory reps

Clients

—

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Corporation

Filing date

2026-03-05

Disciplinary history

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Services

Portfolio management (individuals)Pension consultingSelection of other advisers

Client types

Type	Clients	AUM
Individuals	10	$2.5M
High net worth individuals	59	$68.6M
Investment companies	32	$2.6M
Pension/profit sharing plans	51	$33.5M

All web addresses on file

https://www.kingfinancial.net/

Official SEC filing: View on IAPD