No-Load Asset Management
Firm details
- Headquarters
- ,
- CRD number
- 136309
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI72.42%
- Individuals27.58%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
No-Load Asset Management is an independent, sole-proprietorship RIA that serves individual and family clients. The firm focuses on financial planning and discretionary portfolio management for individuals and small businesses. Its fee model combines a percentage-of-AUM charge with the option for hourly billing. The adviser does not present itself as a capital allocator or an ESG-focused investor and operates under an individual owner structure rather than as a multi-state or related adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
- Exchange Traded Equities88%
- Public Funds/Mutual Funds6%
- Non-Exchange Traded Equities3%
- Cash & Cash Equivalents3%
Contacts
2 of 2Matthew King
Sole ProprietorCRD 1551276
Delaney King
Investment Advisor RepCRD 8297120
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Watchstone Wealth Management LLC
RIAAscendant Capital Management
RIALa Palma, CA
Old Beach Investment Advisors, LLC
RIAHouston, TX
Connect Financial Advisors
RIANorthpeak Financial, Inc.
RIAFrederick, MD
Quantum Strategies Wealth Advisory
RIAGlen Mills, PA