KENNICOTT CAPITAL MANAGEMENT LLC

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

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 Status	Approved
Firm CRD#	128947
SEC#	801-121008
Assets Managed by Firm	$378,720,323
No. of Clients	456
No. of Advisors	2

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	456	$378,720,323
Individuals (other than high net worth individuals)	12	$7,282,827
High net worth individuals	40	$355,036,679
Corporations or other businesses	1	$16,400,817

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CHARLES SCHWAB INVESTMENT MANAGEMENT, INC 211 Main Street San Francisco, CA, 94105	$1,098,805,397,188	304509	857
FRANKLIN ADVISERS, INC. One Franklin Parkway, Building 970, 1st Floor San Mateo, CA, 94403	$467,015,634,913	18979	408

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