CHRISTENSEN, KING & ASSOCIATES INVESTMENT SERVICES, INC.
Adviser information for CHRISTENSEN, KING & ASSOCIATES INVESTMENT SERVICES, INC. last updated from Form ADV on March 8th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Washington, United States |
Employees
| Total Number of Employees | 10 |
|---|---|
| Investment Advisory/Research | 9 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 9 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 1,083 | $249.5M |
| Non-Discretionary | 0 | $0 |
| Total | 1,083 | $249.5M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 587 | $104.1M |
| HNW Individuals | 82 | $145.5M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for individuals and/or small businesses |
|---|---|
| Compensation | % of AUM |
Identifiers
| SEC RIA File Number | 801-111829 |
|---|---|
| SEC ERA File Number | 801-111829 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 116556 |
| Legal Entity Identifier | None |
Principal Office
1334 JADWIN AVENUERICHLAND
WA
United States
Monday - Friday, 8:00 A.M.-5:00 P.M.
Tel: 509-943-1040, Fax: 509-943-2135
Websites
Chief Compliance Officer
ROBIN GOULD
CHIEF COMPLIANCE OFFICER
1334 JADWIN AVE.
RICHLAND
WA
United States
Tel:
509/943-1040
Fax:
509/943-2135
R****@*********M
(Full email address available in API data)
Industry Affiliates
| CHRISTENSEN KING PC | Accountant or accounting firm |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| MCBRIDE, ROBERT, ARPKE | Individual | – | PRESIDENT | 02/2000 | 10-25% |
| BROWN, CARYLE, EILEEN | Individual | – | VICE PRESIDENT | 02/2000 | 10-25% |
| GOULD, ROBIN, RENEE | Individual | – | CHIEF COMPLIANCE OFFICER | 02/2000 | 10-25% |
| GARCIA, TERESA, ANN | Individual | – | VICE PRESIDENT | 02/2000 | 10-25% |
| BRUNSON, SCOTT, MARSH | Individual | – | VICE PRESIDENT | 01/2004 | 10-25% |
| CROWTHER, JOSEPH, WILLIAM | Individual | – | VICE PRESIDENT | 01/2007 | 10-25% |
| REID, JOSEPH, MICHAEL | Individual | – | VICE PRESIDENT | 01/2007 | 10-25% |
| KING, ALEXANDER, R | Individual | – | VICE PRESIDENT | 01/2023 | 10-25% |
| ANDLER, MOLLY, J | Individual | – | VICE PRESIDENT | 01/2023 | 10-25% |