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KEVIN M. GIBNEY AND COMPANY, LLC
CRD 151879 · SEC 801-70702
33 WOOD AVE SOUTH, SUITE 710, ISELIN, NJ, 08830, United States
Phone
908-970-9800
Fax
908-934-9249
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$306.9M
Discretionary AUM
$302.7M
Team
2 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 55 | $15.1M |
| High net worth individuals | 53 | $289.8M |
States served
CA, MA, NJ, NY, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD