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KINGS PATH PARTNERS LLC
KINGS PATH PARTNERS LLC
SUGAR LAND, Texas
·
7 registered advisors
·
CRD# 269876
SEC# 801-107995
0
(832) 500-3101
01
Firm Overview
AUM
$1.1B
Regulatory assets under management
Employees
6
Total firm employees
Advisors
7
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at KINGS PATH PARTNERS LLC
7 registered advisors
Alexandra Tipton
SUGAR LAND, Texas
CRD# 7867508
Juliann Laughter
SUGAR LAND, Texas
CRD# 7219821
Kanen Pierce Helbig
SUGAR LAND, Texas
CRD# 6924443
Macey Linda Mulcahy
SUGAR LAND, Texas
CRD# 7340957
Mathew Jefferson Tipton
SUGAR LAND, Texas
CRD# 7348335
Michael Dennis Mulcahy
SUGAR LAND, Texas
CRD# 4647207
Michael Dennis Mulcahy
SUGAR LAND, Texas
CRD# 7037495
05
Office Locations
SUGAR LAND, Texas
7 advisors
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Data sourced from SEC Form ADV filings. KINGS PATH PARTNERS LLC (CRD# 269876) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.