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KINGDOM FINANCIAL GROUP, LLC
CRD 155676 · SEC 801-113161
14155 N. 83 AVE #144, PEORIA, AZ, 85381, United States
Phone
623-974-0300
Fax
623-974-0330
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$520.9M
Discretionary AUM
$520.9M
Team
51 total employees; 17 advisory reps
Clients
More than 500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-27
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersPublication of periodicalsEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1713 | $390.7M |
| High net worth individuals | 72 | $122.2M |
| Pension/profit sharing plans | 20 | $6.5M |
| Corporations/business entities | 5 | $1.4M |
States served
AK, AZ, CA, CO, ID, LA, MI, MN, SC, MO, WA, TX, NH, FL
All web addresses on file
- https://www.linkedin.com/company/fullerton-financial-planning/
- https://www.youtube.com/@fullertonfinancialplanning5850
- https://www.instagram.com/fullertonfinancialplanning/
- https://www.facebook.com/FullertonFinancialPlanning
- https://www.fullertonfp.com
- https://x.com/fullertonfp
- https://www.fullertoninfo.com
- https://iqwealthmanagement.com/
Official SEC filing: View on IAPD