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Building 2THE KINNEY GROUP, LLC

Map pinPASADENA, CA
Phone(626) 796-1860
NotebookSEC #801-78343
Total AUM
$92.7M
Employees
1
Clients
72

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
201 SOUTH LAKE AVENUE
SUITE 510
PASADENA
CA 91101
United States
Operating Hours
9:00AM TO 5:00PM
Monday - Friday
Phone
(626) 796-1860

ReceiptFinancials

Total AUM
$92.7M
Accounts
209
Discretionary
$92.7M
Accounts
209
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
39
AUM
$13.1M
HNW Individual Clients
32
AUM
$79.1M
Corporation or Business Clients
1
AUM
$530.8K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACO

HandshakeAffiliates

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

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