Christensen, King & Associates Investment Services, Inc. is a large advisory firm based in Richland. It manages $139.4 million of regulatory assets for 863 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdictions of Arizona, California, Oregon, Texas, and Washington.
Christensen, King & Associates Investment Services provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Christensen, King & Associates Investment Services, Inc. is $139.4 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 218% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Christensen, King & Associates Investment Services, Inc. for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals and high net worth individuals. The largest group of clients of Robert Arpke Mcbride is individuals with 445 clients and $84.39 million of assets under management. Among the 8 most similar advisory firms, Christensen, King & Associates Investment Services has the 2nd highest percentage of individuals out of all clients.
The amount of regulatory assets under management is $139.4 million for 474 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Christensen, King & Associates Investment Services doesn't advise any private funds.
The company employs 7 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. 7 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Robert Arpke Mcbride has been acting as President since 1 Feb 2000. Walter Scott Kinney joined the executive team most recently as the Vice President.
The principal office where Christensen, King & Associates Investment Services, Inc. performs its advisory services is located at 1334 Jadwin Avenue, Richland, WA 99354, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 509-943-1040 or by fax 509-943-2135. The normal business hours are 8:00 a.m.-5:00 p.m. on Monday - Friday. You can find more information about the New York firm at ckacpa.com.