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| Happy Holidays!! thanks for using AUM13F!! |
| JP King Advisors Inc
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|---|---|
| CRD # | 112109 |
| SEC # | 801-60296 |
| CIK # | |
| AUM | $743.7 M (2025-03-27) |
| Employees | 7 (71% Investors, 0% Brokers) |
| Phone | 925-935-1555 |
| Address | 1600 South Main Street Walnut Creek, CA 94596-8810 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 259 | 296.0 |
| (b) Individuals (high net worth individuals) | 166 | 444.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 4 | 3.7 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,394 | 743.7 |
| By Discretionary | ||
| Discretionary | 1,394 | 743.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,394 | 743.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 743.7 | |
| Total | 1,394 | 743.7 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
KUHN Advisors Inc
✚
|
NC | 0.8 |
|
NorthStar Asset Management Inc
✚
|
MA | 0.7 |
|
Millennium Advisory Services Inc
✚
|
VA | 0.7 |
|
Koesten Hirschmann & Crabtree Inc
✚
|
KS | 0.7 |
|
Ironwood Wealth Management LLC
✚
|
AZ | 0.7 |
|
Wilsey Asset Management Incorporated
✚
|
CA | 0.7 |
|
Proventus AG Vermgensverwaltung
✚
|
0.6 | |
|
West Financial Advisors LLC
✚
|
IA | 0.6 |
|
Total Clarity Wealth Management Inc
✚
|
IL | 0.6 |
|
High Falls Advisors Inc
✚
|
NY | 0.6 |