K
$169.5M Total AUM
$163.6M Disc. AUM
16.6% 3Y CAGR
2 Employees
763 ADV. Clients
23 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-08-2003
- Office Locations
- 1
Office Locations
110 Oakwood DR Suite 420 Winston-Salem NC
About Kensington Financial Group, Inc.
Kensington Financial Group, Inc. is a Winston-Salem-based RIA. The firm has been operating for 23 years. Managing $169.5M in total assets under management, with 2 advisory representatives. They custody assets with Interactive Brokers.
Team overview
-- AVG AGE
$84.8M AVG AUM / ADVISOR
$222.2K AVG AUM / CLIENT
14.1 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
23yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
BRETT WILLIAM NELSON
Chief Executive Officer, President, Wealth Advisor
- CRD
- #4681786
- Ownership
- 50% but less than 75%
Available
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D
Debra Nelson
Senior Registered Client Associate
- CRD
- --
- Ownership
- 25% but less than 50%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $163,556,321 | $214,360 |
| Non-Discretionary | $5,959,339 | $66,215 |
| Total | $169,515,660 | $198,729 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available Derivatives:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Derivatives | Available | Available |
| Total | Available | Available |
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