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 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
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%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 95Active vs passive
$251M in ETFs
98%
$246M
1%
$5.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB US LARGE-CAP ETF (SCHX) | Schwab | Passive | Large Blend | $34.7M | 1,156,756 | 13.82% |
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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