Kensington Securities, LLC

Overview

Kensington Securities, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm primarily serves individual and family clients and offers financial planning and portfolio management for individuals and small businesses. Its billing model is flexible and includes percentage-of-AUM fees as well as hourly and fixed-fee arrangements. Kensington does not present itself as a capital allocator and is not identified as an active ESG investor. It is not listed as a multi-state adviser or a pension consultant. The firm maintains an industry affiliation with an insurance company.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices