Christensen, King & Associates Investment Services, Inc.

RIASEC Registered
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 an independently owned registered investment adviser that registered with the SEC in 2017. The firm operates as a corporation under individual ownership and positions itself to serve individuals and families, as well as small-business clients, through portfolio management engagements. Its primary compensation model is a percentage-of-assets-under-management fee. The firm does not identify as an active ESG investor, is not structured as a multi-state adviser, and is not positioned as a capital allocator. One noted industry affiliation is with accounting professionals, which suggests a close working relationship with tax and accounting advisors on client matters.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 95

Active vs passive

$251M in ETFs

Passive

98%

$246M

Active

1%

$5.3M

ETFProviderStyleCategoryValueShares% of portfolio
SCHWAB US LARGE-CAP ETF (SCHX)SchwabPassiveLarge Blend$34.7M1,156,75613.82%

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