KEVIN M. GIBNEY AND COMPANY, LLC

120 Wood Ave. South
Suite 507
Iselin, New Jersey 08830
Tel: 908-970-9800

About KEVIN M. GIBNEY AND COMPANY, LLC

KEVIN M GIBNEY AND COMPANY, LLC, formally registered with the SEC as KEVIN M GIBNEY AND COMPANY, LLC. The firm was established in 10/20/2009. They have over 1 offices throughout the country.

KEVIN M. GIBNEY AND COMPANY, LLC is a Iselin, New Jersey based Financial Planning firm with nearly $269,765,110 assets under management, offering retirement planning & investment advisory services to 694 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	151879
SEC#	801-70702
Assets Managed by Firm	$269,765,110
No. of Clients	694
No. of Advisors	2

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

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

Firm Client Information

	No. of Clients	AUM
Firm Total	694	$269,765,110
Individuals (other than high net worth individuals)	55	$12,850,133
High net worth individuals	52	$255,556,140
Pension and profit sharing plans	Fewer than 5 clients	$501,094
Charitable organizations	Fewer than 5 clients	$857,743

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