Kensington Securities, LLC
Kensington Securities, LLC (CRD# 145453) is a financial advisory firm headquartered in Scotts Valley, CA. They manage $68,539,884 in 255 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Kensington Securities, LLC
By the Numbers
-
Total Assets Under Management69MILLION
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Total Number of Accounts255ACCOUNTS
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Average Account Value$268,784
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Kensington Securities, LLC
1
Lisa Dombroske (CRD# 5181916) is an Investment Advisor Representative working at Kensington Securities, LLC in Scotts Valley, CA and has over 15 years of experience in the finance industry.
2
Filiep Sackx (CRD# 2971428) is a Registered Investment Advisor and a Fiduciary with offices in San Jose and Scotts Valley. Filiep has over 20 years of experience in the financial industry.
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