KENSINGTON FINANCIAL ADVISORS LLC

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

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 Status	Approved
Firm CRD#	136346
SEC#	801-64526
Assets Managed by Firm	$139,962,624
No. of Clients	343
No. of Advisors	2

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 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

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