J.P. King Advisors, Inc. Walnut Creek, CA Description: RIA AUM: $480 million Implementation: 2012 BACKGROUND: — Pioneer in fee-based financial planning and investment management — Successfully completed succession planning with new management team — Needed expanded technology to fuel their growth strategy — Now pursuing inorganic growth through M&A BENEFITS: — Provides a scalable platform to accelerate their growth strategy — Enhances business development through highly visual portfolio displays — Expands capacity to easily onboard new and retiring advisors with books of business blackdiamond.advent.com | [email protected] Successfully passing the baton J.P . King Advisors, founded back in 1981 by Jim King, is one of the original pioneering, fee-based independent firm

Join for free to read