Overview
Assets Under Management: $93 million
Headquarters: PASADENA, CA
High-Net-Worth Clients: 32
Average Client Assets: $2.5 million
Frequently Asked Questions
THE KINNEY GROUP, 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 #168329), THE KINNEY GROUP, LLC is subject to fiduciary duty under federal law.
THE KINNEY GROUP, LLC is headquartered in PASADENA, CA.
THE KINNEY GROUP, LLC serves 32 high-net-worth clients according to their SEC filing dated March 27, 2024. View client details ↓
According to their SEC Form ADV, THE KINNEY GROUP, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
THE KINNEY GROUP, LLC manages $93 million in client assets according to their SEC filing dated March 27, 2024.
According to their SEC Form ADV, THE KINNEY GROUP, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 32
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 85.34%
Average Client Assets: $2.5 million
Total Client Accounts: 209
Discretionary Accounts: 209
Regulatory Filings
CRD Number: 168329
Filing ID: 1828319
Last Filing Date: 2024-03-27 16:11:00