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Christensen, Kim C. (Cody)


Christensen, Kim C. is an adviser based in Cody. It manages $13.27 million of regulatory assets for 76 client accounts. It has been registered with the SEC as an adviser since 2015 and has operated in the jurisdiction of Texas.

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Christensen, Kim C provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for businesses and institutional clients. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Christensen, Kim C: assets under management

The assets under management (AUM) of Christensen, Kim C. is $13.27 million. The firm's AUM has grown by 58% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $12.02 million in discretionary accounts and $1.24 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $162.5 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $621.87 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Christensen, Kim C. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Cody

The principal office where Christensen, Kim C. performs its advisory services is located at 17 Vista View Lane, Cody, WY 82414 9606, 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 307-213-9550 or by fax 832-202-2792. The normal business hours are by appointment only on Monday - Friday. You can find more information about the New York firm at kimcchristensen.com.


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