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King, Theodore, Franklin (Portland)


King, Theodore, Franklin is an adviser based in Portland. It manages $9.16 million of regulatory assets for 31 client accounts. It has been registered with the SEC as an adviser since 2002.

King, Theodore, Franklin provides portfolio management for individuals and small businesses and market timing services. 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, Theodore, Franklin: assets under management

The assets under management (AUM) of King, Theodore, Franklin is $9.16 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -68% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $9.16 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $295.56 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay King, Theodore, Franklin for their services and products based on a percentage of assets under management and hourly charges. 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 Portland

The principal office where King, Theodore, Franklin performs its advisory services is located at 3748 Sw Council Crest Drive, Portland, OR 97239 The mailing address of the firm is 6663 Sw Beaverton Hillsdale Hwy. #290, Portland, OR 97225 1403. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number (503) 223-8334 or by fax (503) 223-1135. The normal business hours are 8:00am to 5:00pm on Monday - Friday.


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