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KENSINGTON INVESTMENT COUNSEL, LLC
KENSINGTON INVESTMENT COUNSEL, LLC
KENSINGTON INVESTMENT COUNSEL
LONG BEACH, California
·
4 registered advisors
·
CRD# 108012
SEC# 801-121893
1
562-983-6677
01
Firm Overview
AUM
$250M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
4
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
03
Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
04
Advisors at KENSINGTON INVESTMENT COUNSEL, LLC
4 registered advisors
Carroll B. Wimbish
LONG BEACH, California
CRD# 7352832
Jeffrey G. Wimbish
LONG BEACH, California
CRD# 4363647
Jonathan Scott Wimbish
LONG BEACH, California
CRD# 4256943
Richard G. Wimbish
LONG BEACH, California
CRD# 4363642
05
Office Locations
LONG BEACH, California
4 advisors
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Data sourced from SEC Form ADV filings. KENSINGTON INVESTMENT COUNSEL, LLC (CRD# 108012) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.