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King Money Management, Incorporated (Carrollton)


King Money Management, Incorporated is an adviser based in Carrollton. It manages $3.56 million of regulatory assets for 27 client accounts. It has been registered with the SEC as an adviser since 2004.

King Money Management, Incorporated 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.

King Money Management, Incorporated: assets under management

The assets under management (AUM) of King Money Management, Incorporated is $3.56 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -88% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $3.56 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $131.72 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay King Money Management, Incorporated for their services and products based on a percentage of assets under management. 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 Carrollton

The principal office where King Money Management, Incorporated performs its advisory services is located at 2209 San Simeon Street, Carrollton, TX 75006, 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 888-465-3723. The normal business hours are after 5:00 p.m. on Other.


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