Christensen, King & Associates Investment Services, Inc. (Richland)

Name: Christensen, King & Associates Investment Services, Inc.
Address: 1334 Jadwin Avenue, Richland, WA, 99354
Telephone: 509-943-1040

Christensen, King & Associates Investment Services, Inc. is a large advisory firm based in Richland. It manages $139.4 million of regulatory assets for 863 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdictions of Arizona, California, Oregon, Texas, and Washington.

Christensen, King & Associates Investment Services provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Christensen, King & Associates Investment Services: assets under management

The assets under management (AUM) of Christensen, King & Associates Investment Services, Inc. is $139.4 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 218% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $139.4 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $161.53 thousand each.

Investments

The firm invests in exchange traded securities the most. They account for 63% of the total AUM. The second-largest asset type is investment grade corporate bonds, which make up 14% of the firm’s portfolio. Investments in government bonds form 14% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Christensen, King & Associates Investment Services, Inc. for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Robert Arpke Mcbride serves?

The firm provides services to individuals and high net worth individuals. The largest group of clients of Robert Arpke Mcbride is individuals with 445 clients and $84.39 million of assets under management. Among the 8 most similar advisory firms, Christensen, King & Associates Investment Services has the 2nd highest percentage of individuals out of all clients.

The amount of regulatory assets under management is $139.4 million for 474 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Christensen, King & Associates Investment Services doesn't advise any private funds.

Careers at Christensen, King & Associates Investment Services, Inc.

The company employs 7 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. 7 employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Robert Arpke Mcbride has been acting as President since 1 Feb 2000. Walter Scott Kinney joined the executive team most recently as the Vice President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Robert Arpke Mcbride	President	1 Feb 2000	Other	4482743
Caryle Eileen Brown	Vice president	1 Feb 2000	Other	4482746
Robin Renee Gould	Chief compliance officer	1 Feb 2000	Other	4482747
Teresa Ann Garcia	Vice president	1 Feb 2000	Other	4482750
Jerry Keith Christensen	Secretary/treasurer	1 Feb 2000	Other	4482741
Steven Mitchell King	Vice president	1 Feb 2000	Other	4482745
Cam Carroll Holbrook	Vice president	1 Feb 2001	Other	4482753
Barbara Lorraine Northam	Vice president	1 Feb 2001	Other	4482752
Scott Marsh Brunson	Vice president	1 Jan 2004	Other	4740103
Joseph William Crowther	Vice president	1 Jan 2007	Other	5276706
Joseph Michael Reid	Vice president	1 Jan 2007	Other	5276707
Debra Kay Self	Vice president	1 Jan 2007	Other	5276704
Walter Scott Kinney	Vice president	1 Jan 2009	Other	5444556

Based in Richland

The principal office where Christensen, King & Associates Investment Services, Inc. performs its advisory services is located at 1334 Jadwin Avenue, Richland, WA 99354, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 509-943-1040 or by fax 509-943-2135. The normal business hours are 8:00 a.m.-5:00 p.m. on Monday - Friday. You can find more information about the New York firm at ckacpa.com.