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Kensington Financial Advisors LLC

● SEC registered since 2005CRD 136346SEC# 801-64526Roseland, NJ
Export (members)
Reg. AUM
$140M
Employees
2
Accounts
343
Location
Roseland, NJ

Kensington Financial Advisors LLC assets under management

Kensington Financial Advisors LLC operates as an SEC-registered investment adviser based in Roseland, NJ. The firm has been registered since 2005. It reports $140 million in regulatory assets under management and employs 2 people.
www.kfinadvisors.comView on SEC.gov ↗

Kensington Financial Advisors LLC owners & executives

1 reported
NameTitleOwnershipSince
David A. Fuhrman ControlManaging Member / Chief Compliance OfficerOver 75%2022

Frequently asked questions

How much does Kensington Financial Advisors LLC manage?

Kensington Financial Advisors LLC reports $140 million in regulatory assets under management on its Form ADV.

How many employees does Kensington Financial Advisors LLC have?

Kensington Financial Advisors LLC reports 2 employees.

Where is Kensington Financial Advisors LLC located?

Kensington Financial Advisors LLC is based in Roseland, NJ and has been SEC-registered since 2005.

Does Kensington Financial Advisors LLC disclose fund performance?

Kensington Financial Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address101 Eisenhower Parkway, Suite 300, Roseland, NJ 07068
Phone201-201-0439
Office hoursBy Appointment Only
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$139.5M
Non-discretionary$482K
Total (RAUM)$140M