K
$452.2K Total AUM
$452.2K Disc. AUM
-- 3Y CAGR
1 Employees
1 ADV. Clients
19 yrs Firm Age
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- Custodian
- Citibank ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-04-2007
- Office Locations
- 1
Office Locations
-- Marblehead MA
About Kempthorne Analytics, INC
Kempthorne Analytics, INC is a Ipswich-based RIA. The firm has been operating for 19 years. Managing $452.2K in total assets under management, with 1 advisory representatives. They custody assets with Citibank and Fidelity/NFS.
Team overview
-- AVG AGE
$452.2K AVG AUM / ADVISOR
$452.2K AVG AUM / CLIENT
19.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
19yrs Firm Age
Insights
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
PETER JAMES KEMPTHORNE
Investment Advisor, President
- CRD
- #5263204
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $452,172 | -- |
| Non-Discretionary | $0 | -- |
| Total | $452,172 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Cash:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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