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King Virginia Himmelsteib (Berkeley)


King Virginia Himmelsteib is an adviser based in Berkeley. It manages $86.83 million of regulatory assets for 268 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of California.

King Virginia Himmelsteib provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. 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 Virginia Himmelsteib: assets under management

The assets under management (AUM) of King Virginia Himmelsteib is $86.83 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 37% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $86.83 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $323.98 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay King Virginia Himmelsteib for their services and products based on a percentage of assets under management. 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 Berkeley

The principal office where King Virginia Himmelsteib performs its advisory services is located at 2014 Los Angeles Ave, Berkeley, CA 94707 2429, 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 510-528-0271 or by fax 510-528-0273. The normal business hours are by appointment only on Other.


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