CRD: 308314
Financial Engineering LLC
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- Custodian
- Assetmark · Charles Schwab & Company · John Hancock
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-09-2020
- Office Locations
- 1
Office Locations
About Financial Engineering LLC
Financial Engineering LLC is a Sparta, NJ boutique RIA led by managing member Kenneth Francis Gibbons, serving retail and institutional clients with financial planning and portfolio construction. The firm emphasizes active management, asset allocation, and risk management across areas like fixed income, real estate/infrastructure, and digital assets, and can implement via mutual funds and annuities, including through Schwab custody.
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Owner & Executives
Kenneth Francis Gibbons
Managing Member
- CRD
- #7090405
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $437,000 | -- |
| Total | $437,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Cash | Available | Available |
| Total | Available | Available |
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