Overview
Assets Under Management: $140 million
Headquarters: ROSELAND, NJ
High-Net-Worth Clients: 39
Average Client Assets: $3 million
Frequently Asked Questions
KENSINGTON FINANCIAL ADVISORS LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #136346), KENSINGTON FINANCIAL ADVISORS LLC is subject to fiduciary duty under federal law.
KENSINGTON FINANCIAL ADVISORS LLC is headquartered in ROSELAND, NJ.
KENSINGTON FINANCIAL ADVISORS LLC serves 39 high-net-worth clients according to their SEC filing dated February 05, 2025. View client details ↓
According to their SEC Form ADV, KENSINGTON FINANCIAL ADVISORS LLC offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
KENSINGTON FINANCIAL ADVISORS LLC manages $140 million in client assets according to their SEC filing dated February 05, 2025.
According to their SEC Form ADV, KENSINGTON FINANCIAL ADVISORS LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 39
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 88.63
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 343
Discretionary Accounts: 339
Non-Discretionary Accounts: 4
Regulatory Filings
CRD Number: 136346
Last Filing Date: 2025-02-05 00:00:00
Website: https://kfinadvisors.com