Kenora Financial, LLC
Firm details
- Headquarters
- Des Plaines, Illinois
- CRD number
- 123524
- Registered since
- February 6, 2018
- Website
- www.invescollc.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI53.8%
- Pooled Investment Vehicles26.09%
- Individuals18.56%
- Corporations / Businesses0.82%
- Pension & Profit Sharing Plans0.73%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPublication of PeriodicalsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Kenora Financial, LLC is an independent registered investment adviser formed as an LLC in 2018 and owned by an individual principal. The firm serves both individual and family clients as well as institutional investors and charges fees based on a percentage of assets under management. Its advisory services include financial planning, discretionary portfolio management for individuals and small businesses, management of pooled investment vehicles, and client education through newsletters and seminars. Kenora does not position itself as an ESG-focused manager, is not a multi-state adviser, and does not act as a pension consultant or capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities97%
- Investment Grade Corp Bonds2%
- Cash & Cash Equivalents1%
Contacts
3 of 4
Nilu Judge
PartnerCRD 7196985
Ryan Mcneilly
PartnerCRD 4507434
Paul Linzer
OwnerCRD 4602316
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 27Active vs passive
$158M in ETFs
28%
$44M
72%
$114M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US CORE EQUITY 2 ETF (DFAC) | Dimensional | Active | Large Blend | $45.8M | 1,178,323 | 28.93% |
Location
Des Plaines, IL
Cook
Location
Des Plaines, IL
Headquartered in Des Plaines, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- Cook
- Address
- 1295 Rand Rd
- Time zone
- CT (UTC-6)
- Office locations
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