R. Eliot King & Associates Inc. is a large advisory firm based in Menlo Park. It manages $51.63 million of regulatory assets for 19 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California, Massachusetts, New Hampshire, and Texas.
R. Eliot King & Associates provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of R. Eliot King & Associates Inc. is $51.63 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -79% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay R. Eliot King & Associates Inc. for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Robert Eliot King has been acting as President since 1 Apr 1973. Mark Andrew Hartmann joined the executive team most recently as the Vice President, Shareholder.
The principal office where R. Eliot King & Associates Inc. performs its advisory services is located at 830 Menlo Avenue, Menlo Park, CA 94025, 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 650-854-2882 or by fax 650-854-8122. The normal business hours are 8 a.m. - 5 p.m. on Monday - Friday.