King Wealth Management Group

Finance · New York, United States · 11-50 Employees

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Overview

Headquarters

270 W Circular St Apt 1, Saratoga Spring...

Phone Number

(239) 766-4092

Revenue

<$5 Million

Industry

Finance Securities Trading

About King Wealth Management Group

King Wealth Management Group is an independent financial advisory services firm that simplifies wealth management for individuals, families, and institutions. They are committed to a fiduciary standard of care and focus on building long-lasting, multi-generational relationships with their clients. Their services include financial planning, investment strategy, and employer benefits, tailored to meet the specific goals of their clients. The firm also works with institutional clients such as foundations, colleges, and non-profits, providing comprehensive investment management and financial planning solutions.Explore more
SIC Code 62,628NAICS Code 52,523Show more

King Wealth Management Group Org Chart

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Team Member

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Executive Administrator

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Certified Financial Planner

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Financial Advisor

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Registered Investment Advisor

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Compare Similar Companies to King Wealth Management Group

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

King Wealth Management Gr...

<$5M
11-50
Private
-
-
JS
Jolyn SweetTeam Member
$5M
11-50
Private
-
2012
CR
Christopher RossManaging Planning & Investments Partner
<$5M
1-10
Private
-
2016
JH
J. HurlbutChief Financial Officer
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King Wealth Management Group Tech Stack

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Frequently Asked Questions Regarding King Wealth Management Group

What is King Wealth Management Group's official website?
King Wealth Management Group's official website is www.kingwealthmanagement.com
What is King Wealth Management Group's Revenue?
King Wealth Management Group's revenue is <$5 Million
What is King Wealth Management Group's SIC code?
King Wealth Management Group's SIC: 62,628
What is King Wealth Management Group's NAICS code?
King Wealth Management Group's NAICS: 52,523
How many employees does King Wealth Management Group have?
King Wealth Management Group has 11-50 employees
What industry does King Wealth Management Group belong to?
King Wealth Management Group is in the industry of: Finance, Securities Trading
What is King Wealth Management Group competition?
King Wealth Management Group top competitors include: Allodium Investment Consultants, Trinity Financial Partners, Alliance Wealth Advisors
What technology does King Wealth Management Group use?
Some of the popular technologies that King Wealth Management Group uses are: WooCommerce, WordPress.org, PHP, Google Font API
How do I contact King Wealth Management Group?
King Wealth Management Group contact info: Phone number: (239) 766-4092 Website: www.kingwealthmanagement.com
What does King Wealth Management Group do?

King Wealth Management Group is an independent financial advisory services firm that simplifies wealth management for individuals, families, and institutions. They are committed to a fiduciary standard of care and focus on building long-lasting, multi-generational relationships with their clients. Their services include financial planning, investme... nt strategy, and employer benefits, tailored to meet the specific goals of their clients. The firm also works with institutional clients such as foundations, colleges, and non-profits, providing comprehensive investment management and financial planning solutions.Read More

Is King Wealth Management Group a public company?
King Wealth Management Group is private company therefore does not currently have an official ticker symbol
See more information about King Wealth Management Group

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