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KENSINGTON FINANCIAL ADVISORS LLC
CRD 136346 · SEC 801-64526
101 EISENHOWER PARKWAY, SUITE 300, ROSELAND, NJ, 07068, United States
Phone
201-201-0439
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$159.9M
Discretionary AUM
$159.1M
Team
2 total employees; 2 advisory reps; 2 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-01-29
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingADVISORY CONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 49 | $14.8M |
| High net worth individuals | 42 | $144.6M |
States served
NJ, PA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD