CHRISTENSEN, KING & ASSOCIATES INVESTMENT SERVICES, INC.

RIASEC RegisteredEst. 2017
Total AUM
$294M
Discretionary
$294M
100% of AUM
Avg account
$285K
Accounts
1,033
Employees
10
Advisory reps
10

Firm details

Headquarters
RICHLAND, Washington
CRD number
116556
Registered since
October 11, 2017
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • HNWI66.31%
  • Individuals33.69%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 89%, Exchange Traded Equities 7%, Cash & Cash Equivalents 3%, US Government Bonds 1%89%
  • Public Funds/Mutual Funds89%
  • Exchange Traded Equities7%
  • Cash & Cash Equivalents3%
  • US Government Bonds1%

Contacts

3 of 10
  • ROBIN GOULD

    Investment Advisor RepresentativeCRD 4482747

  • SCOTT BRUNSON

    AccountantCRD 4740103

  • ROBERT MCBRIDE

    Investment Advisor RepresentativeCRD 4482743

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

ETF holdings

1 of 88

Active vs passive

$220M in ETFs

Passive

98%

$216M

Active

1%

$4.4M

ETFProviderStyleCategoryValueShares% of portfolio
SCHWAB US LARGE-CAP ETF (SCHX)SchwabPassiveLarge Blend$29.5M1,149,35713.38%

Location

Primary office

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth