Kingdom Financial
Firm details
- Headquarters
- South Bend, Indiana
- CRD number
- 328544
- Website
- www.kingdomfinancial.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI68.68%
- Individuals31.32%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Kingdom Financial is an Indiana-based limited liability company operating as a small, individual-owned advisory firm. Its stated business activities center on financial planning, portfolio management for individuals and small businesses, and running educational seminars or workshops. The firm charges a mix of percentage-of-assets and fixed fees, and identifies itself as an active ESG investor, which suggests ESG criteria are considered when selecting investments.
Assets & Accounts
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 Funds84%
- US Government Bonds15%
- Cash & Cash Equivalents1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
South Bend, IN
St Joseph
Location
South Bend, IN
Headquartered in South Bend, IN, anchoring the South Bend-Elkhart-Mishawaka, IN-MI metro in the Midwest.
- Metro area
- South Bend-Elkhart-Mishawaka, IN-MI
- Region
- Midwest
- County
- St Joseph
- Address
- 61191 Us 31 S
- Time zone
- ET (UTC-5)
- Office locations
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