CRD: 145453
Kensington Securities, LLC
Scotts Valley, CA
8314400714
$74.3M Total AUM
$74.3M Disc. AUM
-- 3Y CAGR
1 Employees
120 ADV. Clients
18 yrs Firm Age
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- Custodian
- Altruist ยท Truist Bank
- Clients
- Retail
- Platforms
- --
- Established Date
- 11-26-2007
- Office Locations
- 1
Office Locations
-- Scotts Valley CA
About Kensington Securities, LLC
Kensington Securities, LLC is a Scotts Valley-based RIA. The firm has been operating for 18 years. Managing $74.3M in total assets under management, with 1 advisory representatives. They custody assets with Altruist and Truist Bank. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$74.3M AVG AUM / ADVISOR
$619.3K AVG AUM / CLIENT
18.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
18yrs Firm Age
Insights
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Asset Classes
Glacier Eagle Peak Capital north
Client Personas
Vital
Investment Themes
Prime
Investment Vehicles
Value fusion
Services
Pioneer oak Ember Quantum Wave horizon Eagle fusion Momentum vector
Owner & Executives
F
FILIEP PAUL SACKX
Managing Member, Owner
- CRD
- #2971428
- Ownership
- 75% or more
(825) 681-3005
harbor.glacier@zenithcapital.com
in linkedin.com/in/pathway-north
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $74,310,490 | -- |
| Non-Discretionary | $0 | -- |
| Total | $74,310,490 | -- |
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Separately Managed Accounts
Total SMA Asset: $74,310,490
Public Funds:
24.5% Equity - Exchange:
75.5% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,154,968,472 | 24.5% |
| Equity - Exchange | $3,559,188,555 | 75.5% |
| Total | $4,714,157,027 | 100.0% |