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KENSINGTON INVESTMENT COUNSEL

LONG BEACH, CA · CRD 108012 · IAPD ↗ · kensingtonic.com · 562-983-6677

$310.2MRegulatory AUM
4Advisory reps
4Employees
0Clients
11-25Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
April 2024 — KENSINGTON INVESTMENT COUNSEL notice-filed in CO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
66
April 2024 — KENSINGTON INVESTMENT COUNSEL reported RAUM up 44% ($174.3M -> $250.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.