RIA Intelligence

KENNERMAN ASSOCIATE INC

Legal name: KERSHNER, GROSSO & CO.

CRD #105696 SEC #801-25724 SARATOGA SPRING, NY 518-584-2600
SEC Registered
Total AUM
$524.7M
Discretionary
$524.4M
Employees
4
Clients
--
Accounts
938

AUM Over Time

DateMar 2025
Total AUM$524.7M
Discretionary$524.4M
Non-Disc.$307.6K
Employees4
Clients360
DateMar 2024
Total AUM$437M
Discretionary$436.7M
Non-Disc.$245.4K
Employees4
Clients295
DateMar 2023
Total AUM$363.2M
Discretionary$362.9M
Non-Disc.$276K
Employees3
Clients280
DateApr 2022
Total AUM$456M
Discretionary$455.6M
Non-Disc.$456.7K
Employees3
Clients280
DateMar 2022
Total AUM$456M
Discretionary$455.6M
Non-Disc.$456.7K
Employees3
Clients280
DateSep 2021
Total AUM$444.1M
Discretionary$443.5M
Non-Disc.$555.1K
Employees3
Clients260
DateAug 2021
Total AUM$444.1M
Discretionary$443.5M
Non-Disc.$555.1K
Employees3
Clients260
DateFeb 2021
Total AUM$387.7M
Discretionary$387.2M
Non-Disc.$455.9K
Employees3
Clients243
DateJun 2020
Total AUM$342M
Discretionary$341.7M
Non-Disc.$319.6K
Employees3
Clients235
DateMar 2020
Total AUM$342M
Discretionary$341.7M
Non-Disc.$319.6K
Employees3
Clients235
DateMar 2019
Total AUM$256.1M
Discretionary$256.1M
Non-Disc.$0
Employees3
Clients225
DateFeb 2018
Total AUM$256.9M
Discretionary$256.9M
Non-Disc.$0
Employees3
Clients200
DateMar 2017
Total AUM$202.5M
Discretionary$202.5M
Non-Disc.$0
Employees3
Clients200
DateMar 2016
Total AUM$169M
Discretionary$169M
Non-Disc.$0
Employees2
Clients200
DateMar 2015
Total AUM$147.3M
Discretionary$147.3M
Non-Disc.$0
Employees2
Clients200
DateApr 2014
Total AUM$141M
Discretionary$141M
Non-Disc.$0
Employees2
Clients200
DateMar 2014
Total AUM$137.2M
Discretionary$134.8M
Non-Disc.$2.4M
Employees2
Clients200
DateMar 2014
Total AUM$137.2M
Discretionary$134.8M
Non-Disc.$2.4M
Employees2
Clients200
DateFeb 2014
Total AUM$137.2M
Discretionary$134.8M
Non-Disc.$2.4M
Employees2
Clients200
DateDec 2013
Total AUM$124.4M
Discretionary$122.3M
Non-Disc.$2.1M
Employees2
Clients200
DateFeb 2013
Total AUM$124.4M
Discretionary$122.3M
Non-Disc.$2.1M
Employees2
Clients200
DateMar 2012
Total AUM$111.2M
Discretionary$109.2M
Non-Disc.$2M
Employees1
Clients200
DateMar 2011
Total AUM$122.9M
Discretionary$122.9M
Non-Disc.$57.1K
Employees5
Clients--
DateFeb 2011
Total AUM$122.9M
Discretionary$122.9M
Non-Disc.$57.1K
Employees5
Clients--
DateFeb 2007
Total AUM$101.9M
Discretionary$100.2M
Non-Disc.$1.7M
Employees5
Clients--
DateMay 2005
Total AUM$86.7M
Discretionary$81.1M
Non-Disc.$5.7M
Employees5
Clients--
DateMay 2004
Total AUM$83.2M
Discretionary$77.8M
Non-Disc.$5.5M
Employees5
Clients--
DateMar 2002
Total AUM$77M
Discretionary$67.4M
Non-Disc.$9.5M
Employees5
Clients--
DateNov 2001
Total AUM$74.7M
Discretionary$66.9M
Non-Disc.$7.8M
Employees5
Clients--
DateJun 2001
Total AUM$81.6M
Discretionary$74.9M
Non-Disc.$6.7M
Employees5
Clients--