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 independent, SEC-registered registered investment adviser that focuses on portfolio management for individuals and small businesses. The firm is owner-operated and charges fees based on a percentage of assets under management. Its client base consists predominantly of individual and family clients rather than institutional or retirement-plan sponsors. Christensen, King reports no active ESG program, is not structured as a multi-state advisory network, and does not serve as a pension consultant. The firm lists an industry affiliation with an accountant.
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%
Contacts
3 of 10
Robin Gould
Investment Advisor RepresentativeCRD 4482747
Scott Brunson
AccountantCRD 4740103
Robert Mcbride
Investment Advisor RepresentativeCRD 4482743
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 89Active vs passive
$236M in ETFs
98%
$232M
1%
$4.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB US LARGE-CAP ETF (SCHX) | Schwab | Passive | Large Blend | $33.6M | 1,142,534 | 14.23% |
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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