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THE KINNEY GROUP, LLC

PASADENA, CA · CRD 168329 · IAPD ↗ · kinneygroupwm.com · (626) 796-1860

$92.7MRegulatory AUM
1Advisory reps
1Employees
0Clients
0Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
January 2025 — THE KINNEY GROUP, LLC (PASADENA, CA) left the SEC roster (was $92.7M RAUM, 1 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation

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