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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Focus prime
- Established Date
- 07-29-2005
- Office Locations
- 1
Office Locations
About Kensington Financial Advisors LLC
Kensington Financial Advisors is an independent financial planner and investment manager providing personalized, comprehensive planning and ongoing portfolio management. The firm applies an institutional approach focused on global diversification, tax efficiency, and low-cost implementation informed by modern financial theory and empirical research. Serves retail and institutional clients, including entrepreneurs, with custody through Schwab.
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Owner & Executives
DAVID A. FUHRMAN
Chief Compliance Officer, Financial Advisor, General Partner, Managing Member
- CRD
- #4491064
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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CHERYL LEE WERBELOFF
Financial Advisor
- CRD
- #5752927
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $159,149,783 | $462,645 |
| Non-Discretionary | $768,559 | $153,712 |
| Total | $159,918,342 | $458,219 |
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Separately Managed Accounts
Total SMA Asset: $159,918,342
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $402,298,084 | 16.2% |
| Equity - Exchange | $561,230,661 | 22.6% |
| Municipal Bonds | $156,449,255 | 6.3% |
| Cash | $196,182,399 | 7.9% |
| Corporate - Investment Grade | $558,747,340 | 22.5% |
| Corporate - Non-Investment Grade | $370,014,905 | 14.9% |
| U.S. Government/Agency | $238,398,865 | 9.6% |
| Total | $2,483,321,509 | 100.0% |