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Building 2KENSINGTON FINANCIAL ADVISORS LLC

Map pinROSELAND, NJ
Phone201-201-0439
NotebookSEC #801-64526
Total AUM
$159.9M
Employees
2
Clients
92

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
101 EISENHOWER PARKWAY
SUITE 300
ROSELAND
NJ 07068
United States
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
201-201-0439

ReceiptFinancials

Total AUM
$159.9M
Accounts
349
Discretionary
$159.1M
Accounts
344
Non-Discretionary
$768.6K
Accounts
5

ContactClients

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Individual Clients
49
AUM
$14.8M
HNW Individual Clients
42
AUM
$144.6M
Charitable Organization Clients
1
AUM
$503.6K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementOther ServicesPension Consulting
Other Services
ADVISORY CONSULTING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNHNJPATX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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