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Building 2KENSINGTON FINANCIAL GROUP, INC.

Map pinWINSTON-SALEM, NC
Phone336-712-9743
NotebookSEC #801-120510
Total AUM
$169.5M
Employees
2
Clients
763

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
110 OAKWOOD DR
SUITE 420
WINSTON-SALEM
NC 27103
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
336-712-9743

ReceiptFinancials

Total AUM
$169.5M
Accounts
853
Discretionary
$163.6M
Accounts
763
Non-Discretionary
$6M
Accounts
90

ContactClients

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Individual Clients
691
AUM
$77.3M
HNW Individual Clients
72
AUM
$92.2M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNCNHSC

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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