101 Eisenhower Parkway
Suite 300
Roseland, New Jersey 07068
Tel: 201-201-0439
KENSINGTON FINANCIAL ADVISORS LLC, formally registered with the SEC as KENSINGTON FINANCIAL ADVISORS LLC. The firm was established in 07/29/2005. They have over 1 offices throughout the country.
KENSINGTON FINANCIAL ADVISORS LLC is a Roseland, New Jersey based Financial Planning firm with nearly $139,962,624 assets under management, offering retirement planning & investment advisory services to 343 clients. The firm is staffed with 2 experienced financial planners.
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 136346 |
| SEC# | 801-64526 |
| Assets Managed by Firm | $139,962,624 |
| No. of Clients | 343 |
| No. of Advisors | 2 |
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 343 | $139,962,624 |
| Individuals (other than high net worth individuals) | 53 | $15,636,996 |
| High net worth individuals | 39 | $124,046,325 |
| Charitable organizations | Fewer than 5 clients | $279,303 |
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|
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