KERSHNER, GROSSO & CO.

480 Broadway
Ste 310
Saratoga Spring, New York 12866-2285
Tel: 518-584-2600

About KERSHNER, GROSSO & CO.

KERSHNER, GROSSO & CO, formally registered with the SEC as KERSHNER, GROSSO & CO. The firm was established in 09/24/1986. They have over 1 offices throughout the country.

KERSHNER, GROSSO & CO. is a Saratoga Spring, New York based Financial Planning firm with nearly $436,973,115 assets under management, offering retirement planning & investment advisory services to 791 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	105696
SEC#	801-25724
Assets Managed by Firm	$436,973,115
No. of Clients	791
No. of Advisors	4

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	791	$436,973,115
Individuals (other than high net worth individuals)	196	$172,297,166
High net worth individuals	80	$228,124,597
Pension and profit sharing plans	3	$6,774,072
Corporations or other businesses	10	$10,292,100

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