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KENSINGTON INVESTMENT COUNSEL
KENSINGTON INVESTMENT COUNSEL, LLC
CRD 108012 · SEC 801-121893
5580 E. 2ND STREET, SUITE 209, LONG BEACH, CA, 90803, United States
Phone
562-983-6677
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$310.2M
Discretionary AUM
$310.2M
Team
4 total employees; 4 advisory reps
Clients
11-25
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 34 | $8.5M |
| High net worth individuals | 81 | $298.3M |
States served
CA, CO, NY, TX
All web addresses on file
Official SEC filing: View on IAPD