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James Patrick King (Walnut Creek)


James Patrick King is a large advisory firm based in Walnut Creek. It manages $107.91 million of regulatory assets for 239 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of California.

James Patrick King provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.

James Patrick King: assets under management

The assets under management (AUM) of James Patrick King is $107.91 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 153% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $107.91 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $451.51 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay James Patrick King for their services and products based on a percentage of assets under management, hourly charges, and commissions. 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.

Based in Walnut Creek

The principal office where James Patrick King performs its advisory services is located at 1600 South Main Street, Suite 100, Walnut Creek, CA 94596, 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 925-935-1555 or by fax 925-944-3517. The normal business hours are 8:30 a.m.- 5:00 p.m. on Monday - Friday.


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