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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-12-2008
- Office Locations
- 1
Office Locations
About Kensington AMI, LLC
Kensington A.M.I., LLC is a Burbank/Toluca Lake, CA fee-only fiduciary RIA providing personalized financial planning, cash/banking management, and prudent portfolio management for private clients, business owners, and retirement plan investors. Led by founder/CIO Benjamin Lupu, CFP (30+ years), the firm emphasizes risk control and quality security selection, using vehicles such as ETFs and bonds; custody includes Fidelity/NFS.
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Owner & Executives
BENJAMIN LUPU
Chief Compliance Officer, Chief Investment Officer, Managing Member, President
- CRD
- #874846
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $37,693,540 | -- |
| Non-Discretionary | $42,502,431 | -- |
| Total | $80,195,971 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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