Kensington Investment Counsel
Firm details
- Headquarters
- Long Beach, California
- CRD number
- 108012
- Registered since
- July 29, 2021
- Website
- kensingtonic.com
- Fee structure
- Percentage of AUM
- Client types
- HNWI96.17%
- Individuals2.75%
- Charitable Organizations0.61%
- Corporations / Businesses0.47%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Kensington Investment Counsel is an independent, SEC-registered registered investment adviser organized as a limited liability company. The firm registered with the SEC in 2021 and is owned by domestic entities/individuals. Its client base is focused on individuals and families, and it charges fees as a percentage of assets under management. Advisory services include financial planning and portfolio management for individuals, small businesses, and businesses or institutions. Kensington does not identify as a capital allocator, is not an active ESG investor, and is not registered as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Equities78%
- US Government Bonds13%
- Cash & Cash Equivalents6%
- Public Funds/Mutual Funds2%
- Non-Investment Grade Corp Bonds1%
Owners & executives
1 of 1
Jonathan Wimbish
Portfolio Manager, Chief Investment OfficerCRD 4256943
Contacts
2 of 2
Richard Wimbish
Founder & PartnerCRD 4363642
Jeffrey Wimbish
Managing PartnerCRD 4363647
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 13Active vs passive
$11.8M in ETFs
100%
$11.8M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO QQQ TRUST SERIES 1 (QQQ) | Invesco | Passive | Large Growth | $5.3M | 9,106 | 44.64% |
Location
Long Beach, CA
Los Angeles
Location
Long Beach, CA
Headquartered in Long Beach, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Los Angeles
- Address
- 5580 E 2nd St
- Time zone
- PT (UTC-8)
- Office locations
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