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KENNICOTT CAPITAL MANAGEMENT LLC

200 Tamal Plaza, Suite 109
Corte Madera, California 94925
Tel: (888) 882-2721

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About KENNICOTT CAPITAL MANAGEMENT LLC

KENNICOTT CAPITAL MANAGEMENT LLC, formally registered with the SEC as KENNICOTT CAPITAL MANAGEMENT LLC. The firm was established in 05/04/2021. They have over 1 offices throughout the country.

KENNICOTT CAPITAL MANAGEMENT LLC is a Corte Madera, California based Financial Planning firm with nearly $378,720,323 assets under management, offering retirement planning & investment advisory services to 456 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#128947
SEC#801-121008
Assets Managed by Firm$378,720,323
No. of Clients456
No. of Advisors2

Fee Structure

  • A percentage of AUM

Advisory Services Provided

  • Portfolio management for individuals and/or small businesses

Firm Client Information

No. of ClientsAUM
Firm Total456$378,720,323
Individuals (other than high net worth individuals)12$7,282,827
High net worth individuals40$355,036,679
Corporations or other businesses1$16,400,817

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