KENSINGTON INVESTMENT COUNSEL

5580 E. 2nd Street
Suite 209
Long Beach, California 90803
Tel: 562-983-6677

About KENSINGTON INVESTMENT COUNSEL

KENSINGTON INVESTMENT COUNSEL, formally registered with the SEC as KENSINGTON INVESTMENT COUNSEL. The firm was established in 07/29/2021. They have over 2 offices throughout the country.

KENSINGTON INVESTMENT COUNSEL is a Long Beach, California based Financial Planning firm with nearly $250,268,379 assets under management, offering retirement planning & investment advisory services to 235 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	108012
SEC#	801-121893
Assets Managed by Firm	$250,268,379
No. of Clients	235
No. of Advisors	4

Fee Structure

A percentage of AUM

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	235	$250,268,379
Individuals (other than high net worth individuals)	21	$4,216,738
High net worth individuals	71	$244,414,170
Charitable organizations	Fewer than 5 clients	$1,525,761
Corporations or other businesses	Fewer than 5 clients	$111,710

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PACIFIC INVESTMENT MANAGEMENT COMPANY LLC 650 Newport Center Drive Newport Beach, CA, 92660	$2,615,929,249,500	2811	3194
CHARLES SCHWAB INVESTMENT MANAGEMENT, INC 211 Main Street San Francisco, CA, 94105	$1,098,805,397,188	304509	857
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