RIA Intel›Advisers›New Jersey›KENSINGTON FINANCIAL ADVISORS LLC

KENSINGTON FINANCIAL ADVISORS LLC

Advisory

N·ROSELAND, NJ

Data as of Jul 13, 2026 · Source: SEC Form ADV

Total AUM
$160M
1-Year AUM Growth
0.0%
3-Year CAGR
-25.1%
Employees
2
Assets Under Management
Total AUM$160M
Discretionary AUM$159M
Non-Discretionary AUM$769K
Discretionary %99.5%
Total Clients91
Team
Total Employees2
Investment Advisers2
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record63
First FilingJul 12, 2005
Latest FilingJul 13, 2026
🔒 Full AUM trend chart and 63 historical filings spanning 21+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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