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 12/31/19. The fund's latest filing disclosed 378MM in positions, representing 58% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/12 to 12/31/19. The fund's latest filing disclosed 378MM in positions, representing 58% of the manager's regulatory AUM.
KING WEALTH StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
KING WEALTH Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| IVV | 9.79% | ETF | -7.59% | -0% | 0 | 10% | ||
| SPY | 8.27% | ETF | -7.57% | 0% | 0 | 25% | ||
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FEATURED IN
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
KWMG Wrap Brochure
Item 9. Additional Information
...
Unlock Full Investment Process Description
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
KWMG Wrap Brochure
Item 9. Additional Information
...
Unlock Full Investment Process Description
KING WEALTH Portfolio Concentration
KING WEALTH Location
31 CHURCH STREET
SARATOGA SPRINGS, New York
UNITED STATES, 12866
SARATOGA SPRINGS, New York
UNITED STATES, 12866
KING WEALTH Contact Information
Phone Number: (518) 306-5640
Fax Number: (518) 306-5645
Website: null
Fax Number: (518) 306-5645
Website: null
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