KINGS PATH PARTNERS LLC - Financial Advisor in Texas, Sugar Land

Tel: (832) 500-3101 206 Brooks Street Sugar Land, Texas 77478-4212

About KINGS PATH PARTNERS LLC

KINGS PATH PARTNERS LLC is a Sugar Land, Texas based financial advisory firm with nearly $1,270,242,682 in assets under management and provides investment advisory services for 506 clients. There are currently 7 financial advisors at the firm.

General Information

Firm CRD#:

269876

Firm SEC#:

801-107995

Assets Under Management:

$1,270,242,682

No. of Clients:

506

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Find & Compare Top Financial Advisors in your area

A better way to find the right financial advisor

Are you a Financial Advisor in Texas?

Active investors submitted requests in your area.
Do you qualify to be in our network and get matched?

Top Financial Advisory Firms in Texas, Sugar Land

FirmCRD#:114381

SEC#:801-61853

No. of Advisors:9

No. of Clients:810

AUM:$483,829,000

FirmCRD#:170362

SEC#:801-130266

No. of Advisors:2

No. of Clients:202

AUM:$127,196,111

FirmCRD#:310635

SEC#:801-119513

No. of Advisors:27

No. of Clients:1585

AUM:$107,933,862

FirmCRD#:127140

SEC#:801-126829

No. of Advisors:5

No. of Clients:10

AUM:$91,740,044

Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

WJ INTERESTS, LLC

114381

801-61853

810

$483,829,000

CHUNG WU INVESTMENT GROUP, LLC

170362

801-130266

202

$127,196,111

RWM CAPITAL, LLC

310635

801-119513

1585

$107,933,862

ROCKY MOUNTAIN PRIVATE WEALTH MANAGEMENT, L.L.C.

127140

801-126829

$91,740,044

Explore More Financial Advisor Firms in Sugar Land, Texas >>