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KENSINGTON FINANCIAL ADVISORS LLC

101 Eisenhower Parkway
Suite 300
Roseland, New Jersey 07068
Tel: 201-201-0439

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About KENSINGTON FINANCIAL ADVISORS LLC

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.

Firm Information

SEC Current StatusApproved
Firm CRD#136346
SEC#801-64526
Assets Managed by Firm$139,962,624
No. of Clients343
No. of Advisors2

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pesnsion consulting services
  • Other (ADVISORY CONSULTING)

Firm Client Information

No. of ClientsAUM
Firm Total343$139,962,624
Individuals (other than high net worth individuals)53$15,636,996
High net worth individuals39$124,046,325
Charitable organizationsFewer than 5 clients$279,303

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