$206.5M Total AUM
$206.5M Disc. AUM
10.8% 3Y CAGR
3 Employees
265 ADV. Clients
38 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-24-1987
- Office Locations
- 2
Office Locations
15 Loop Road Suite 105 Arden NC
1870 THE Exchange Suite 100 Atlanta GA
About Kenneth Frenke & CO
Kenneth Frenke & Co. is a financial planning and wealth management firm providing fee-only advice from a Biblical perspective. The team works with individuals, families, and organizations in long-term relationships, delivering personalized plans and investment guidance around retirement and other long-range goals. Reported custodian: Charles Schwab & Co.
Team overview
-- AVG AGE
$68.8M AVG AUM / ADVISOR
$779.3K AVG AUM / CLIENT
24.1 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
38yrs Firm Age
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Owner & Executives
R
RONALD GLENN ZIMMERMAN
President
- CRD
- #2831422
- Ownership
- 75% or more
Available
Available
Available
KENNETH FARR DOWNER
Chief Compliance Officer, Owner, VICE PRESIDENT
- CRD
- #4480846
- Ownership
- Less than 5%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $206,511,505 | $281,351 |
| Non-Discretionary | $0 | -- |
| Total | $206,511,505 | $281,351 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available Equity - Exchange:
Available Other:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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