Kensington Securities, LLC

RIAState Registered
Total AUM
$83.1M
Discretionary
$83.1M
100% of AUM
Avg account
$791K
Accounts
105
Employees
2
Advisory reps
2

Firm details

Headquarters
,
CRD number
145453
Custodians
ALTRUIST FINANCIAL LLC
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • Individuals50.58%
  • HNWI49.42%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Kensington Securities, LLC is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm focuses on serving individuals and families, offering financial planning and portfolio management for individuals and small businesses. Its client-fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. Kensington reports an affiliation with an insurance company and is not identified as an active ESG investor or a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 90%, Exchange Traded Equities 10%90%
  • Public Funds/Mutual Funds90%
  • Exchange Traded Equities10%

Contacts

2 of 2
  • Filiep Sackx

    OwnerCRD 2971428

  • Maksim Sackx

    Maksim Sackx

    Director of Business DevelopmentCRD 8328846

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth