KENSINGTON FINANCIAL GROUP, INC.

326 South Main Street
Winston-salem, North Carolina 27101
Tel: 336-712-9743

About KENSINGTON FINANCIAL GROUP, INC.

KENSINGTON FINANCIAL GROUP, INC, formally registered with the SEC as KENSINGTON FINANCIAL GROUP, INC. The firm was established in 03/12/2021. They have over 1 offices throughout the country.

KENSINGTON FINANCIAL GROUP, INC. is a Winston-salem, North Carolina based Financial Planning firm with nearly $124,061,759 assets under management, offering retirement planning & investment advisory services to 496 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	127658
SEC#	801-120510
Assets Managed by Firm	$124,061,759
No. of Clients	496
No. of Advisors	2

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	496	$124,061,759
Individuals (other than high net worth individuals)	447	$64,152,444
High net worth individuals	49	$59,909,315

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