KINGDOM FINANCIAL GROUP, LLC
Firm details
- Headquarters
- PEORIA, Arizona
- CRD number
- 155676
- Registered since
- July 2, 2018
- Website
- fullertonfp.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals75.01%
- HNWI23.47%
- Pension & Profit Sharing Plans1.25%
- Corporations / Businesses0.27%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Kingdom Financial Group, LLC is an independent registered investment adviser that began SEC registration in 2018 and operates as a capital allocator for both individual/family and institutional clients. The firm provides a mix of advisory services including financial planning, portfolio management for individuals and small businesses, pension consulting services, selection of third‑party advisers, and client education through publications and seminars. Fee arrangements include percentage‑of‑AUM, hourly charges, and fixed fees. Kingdom also maintains business relationships with an accountant and an insurance company to support client needs.
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 Funds81%
- Exchange Traded Equities14%
- Cash & Cash Equivalents5%
Owners & executives
2 of 2JOSHUA BECKER
Chief Operations OfficerCRD 5863741
BRETT POHL
Chief Compliance OfficerCRD 5896497
Contacts
3 of 17LESLIE WINCHESTER
Wealth AdvisorCRD 2611753
ALLEN BRAUNBECK
Director of Advisor OperationsCRD 2829947
NURJEMAL ADAMS
Wealth AdvisorCRD 6956257
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 452Active vs passive
$292M in ETFs
61%
$179M
4%
$113M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STERLING CAPITAL ENHANCED CORE BOND ETF (SCEC) | Sterling Capital | $57.6M | 2,294,515 | 19.68% |
Location
PEORIA, AZ
MARICOPA
Location
PEORIA, AZ
Headquartered in PEORIA, AZ, anchoring the Phoenix-Mesa, AZ metro in the West.
- Metro area
- Phoenix-Mesa, AZ
- Region
- West
- County
- MARICOPA
- Address
- 14155 N 83rd Ave
- Time zone
- MT (UTC-7)
- Office locations
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