CHRISTENSEN, KING & ASSOCIATES INVESTMENT SERVICES, INC.
Firm details
- Headquarters
- RICHLAND, Washington
- CRD number
- 116556
- Registered since
- October 11, 2017
- Website
- www.ckacpa.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI66.31%
- Individuals33.69%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Christensen, King & Associates Investment Services, Inc. is a small, SEC-registered advisory firm that focuses on fee-based portfolio management for individuals and small businesses. The firm is organized as a corporation, is owned by an individual, and has been SEC-registered since 2017. Its client base is primarily individual and family investors; compensation is charged as a percentage of assets under management. The firm does not report being an active ESG investor, is not a multi-state adviser, and does not identify as a capital allocator. Its stated advisory activity is portfolio management for individuals and small businesses, and it lists an industry affiliation with accountants.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds89%
- Exchange Traded Equities7%
- Cash & Cash Equivalents3%
- US Government Bonds1%
Contacts
3 of 10ROBIN GOULD
Investment Advisor RepresentativeCRD 4482747
SCOTT BRUNSON
AccountantCRD 4740103
ROBERT MCBRIDE
Investment Advisor RepresentativeCRD 4482743
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 88Active vs passive
$220M in ETFs
98%
$216M
1%
$4.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB US LARGE-CAP ETF (SCHX) | Schwab | Passive | Large Blend | $29.5M | 1,149,357 | 13.38% |
Location
RICHLAND, WA
BENTON
Location
RICHLAND, WA
Headquartered in RICHLAND, WA, anchoring the Kennewick-Richland-Walla Walla, WA metro in the West.
- Metro area
- Kennewick-Richland-Walla Walla, WA
- Region
- West
- County
- BENTON
- Address
- 1334 Jadwin Ave
- Time zone
- PT (UTC-8)
- Office locations
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