Overview
Assets Under Management: $228 million
Headquarters: RICHMOND, TX
High-Net-Worth Clients: 23
Average Client Assets: $0.2 million
Frequently Asked Questions
KENSINGTON WEALTH 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 #168266), KENSINGTON WEALTH ADVISORS LLC is subject to fiduciary duty under federal law.
KENSINGTON WEALTH ADVISORS LLC is headquartered in RICHMOND, TX.
KENSINGTON WEALTH ADVISORS LLC serves 23 high-net-worth clients according to their SEC filing dated July 23, 2018. View client details ↓
According to their SEC Form ADV, KENSINGTON WEALTH ADVISORS LLC offers portfolio management for individuals. View all service details ↓
KENSINGTON WEALTH ADVISORS LLC manages $228 million in client assets according to their SEC filing dated July 23, 2018.
According to their SEC Form ADV, KENSINGTON WEALTH ADVISORS LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 23
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 2.22%
Average Client Assets: $0.2 million
Total Client Accounts: 28
Discretionary Accounts: 28
Regulatory Filings
CRD Number: 168266
Filing ID: 1230877
Last Filing Date: 2018-07-23 15:27:00