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KERSHNER, GROSSO & CO.
KENNERMAN ASSOCIATE INC
CRD 105696 · SEC 801-25724
480 BROADWAY, STE 310, SARATOGA SPRING, NY, 12866-2285, United States
Phone
518-584-2600
Fax
518-584-1478
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$825.5M
Discretionary AUM
$825.1M
Team
6 total employees; 6 advisory reps; 570 broker-dealer reps
Clients
—
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-02-26
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 425 | $302.9M |
| High net worth individuals | 100 | $453.5M |
| Pension/profit sharing plans | 17 | $22.5M |
| Corporations/business entities | 20 | $20.6M |
States served
CA, MA, NY, FL
All web addresses on file
Official SEC filing: View on IAPD