KING WEALTH Overview

King Wealth Management Group Llc is an investment advisor that manages 650 MM dollars in regulatory AUM and has 7 employees, of which 5 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/12 to 09/30/17. The fund's latest filing disclosed 269MM in positions, representing 41% of the manager's regulatory AUM.

KING WEALTH StockAlpha

-0.6%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
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Dividend Yield Sales Growth Earnings Growth
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EBIDTA Margin Debt/Assets Hedge Fund Crowding

KING WEALTH Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
SPY 9.63% ETF 2.37% 0% 0 24%
MDY 7.96% ETF 2.14% -0.03% 0 8%
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FEATURED IN
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KING WEALTH Founders and Key Employees

Name Title In Position Since
Lawrence E. King Managing Member / Chief Compliance Officer February-2012
Daniel P. Gale Managing Member February-2012

KING WEALTH Brokers, Custodians, Auditors and Administrators

Type Company

KING WEALTH Investment Strategy

Item 8. Client Contact with Portfolio Managers

There are no restrictions on a clients’ ability to contact and consult with King Wealth Management as the portfolio manager to the Program.





























































Page 13
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Item 9. Additional Information

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KING WEALTH Portfolio Concentration

KING WEALTH Location

31 CHURCH STREET
SARATOGA SPRINGS, New York
UNITED STATES, 12866

KING WEALTH Contact Information

Phone Number: (518) 306-5640
Fax Number: (518) 306-5645
Website:

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