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Building 2KENSINGTON INVESTMENT COUNSEL

Map pinLONG BEACH, CA
Phone562-983-6677
NotebookSEC #801-121893
Total AUM
$310.2M
Employees
4
Clients
117

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5580 E. 2ND STREET
SUITE 209
LONG BEACH
CA 90803
United States
Operating Hours
8 A.M.-4:30 P.M.
Monday - Friday
Phone
562-983-6677
Other Offices
1

ReceiptFinancials

Total AUM
$310.2M
Accounts
293
Discretionary
$310.2M
Accounts
293
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
34
AUM
$8.5M
HNW Individual Clients
81
AUM
$298.3M
Charitable Organization Clients
1
AUM
$1.9M
Corporation or Business Clients
1
AUM
$1.5M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACONYTX

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

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