KEMP FINANCIAL MANAGEMENT, LLC
CRD #112127 SEC #801-66565 FULLERTON, CA 714-257-0800
SEC Registered
Total AUM
$230M
Discretionary
$0
Employees
3
Clients
0
Accounts
539
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2024 | $230M | $0 | $230M | 3 | 289 |
| Mar 2024 | $230M | $0 | $230M | 3 | 289 |
| Mar 2024 | $230M | $0 | $230M | 3 | 289 |
| Feb 2024 | $230M | $0 | $230M | 3 | 289 |
| Feb 2024 | $202.4M | $0 | $202.4M | 3 | 0 |
| Mar 2023 | $202.4M | $0 | $202.4M | 3 | 0 |
| Mar 2022 | $221.7M | $0 | $221.7M | 3 | 0 |
| Mar 2021 | $178.3M | $0 | $178.3M | 4 | 250 |
| Jun 2020 | $163.1M | $0 | $163.1M | 4 | 0 |
| May 2020 | $163.1M | $0 | $163.1M | 4 | 0 |
| Mar 2020 | $163.1M | $0 | $163.1M | 4 | 0 |
| Sep 2019 | $151.3M | $0 | $151.3M | 4 | 0 |
| May 2019 | $142.6M | $0 | $142.6M | 2 | 0 |
| Mar 2019 | $142.6M | $0 | $142.6M | 2 | 0 |
| Oct 2018 | $144.2M | $0 | $144.2M | 2 | 0 |
| Mar 2018 | $144.2M | $0 | $144.2M | 2 | 0 |
| Oct 2017 | $140.6M | $0 | $140.6M | 1 | 0 |
| Oct 2017 | $140.6M | $0 | $140.6M | 1 | 0 |
| Mar 2017 | $123.8M | $0 | $123.8M | 1 | 400 |
| Mar 2016 | $112.5M | $0 | $112.5M | 1 | 400 |
| Mar 2015 | $124.1M | $0 | $124.1M | 1 | 400 |
| Mar 2014 | $119.8M | $0 | $119.8M | 1 | 400 |
| Mar 2013 | $101.6M | $0 | $101.6M | 1 | 400 |
| Mar 2012 | $95M | $0 | $95M | 1 | 400 |
| Mar 2009 | $72.8M | $0 | $72.8M | 5 | -- |
| Mar 2008 | $97.4M | $0 | $97.4M | 5 | -- |
| Mar 2007 | $89.6M | $0 | $89.6M | 5 | -- |
DateMar 2024
Total AUM$230M
Discretionary$0
Non-Disc.$230M
Employees3
Clients289
DateMar 2024
Total AUM$230M
Discretionary$0
Non-Disc.$230M
Employees3
Clients289
DateMar 2024
Total AUM$230M
Discretionary$0
Non-Disc.$230M
Employees3
Clients289
DateFeb 2024
Total AUM$230M
Discretionary$0
Non-Disc.$230M
Employees3
Clients289
DateFeb 2024
Total AUM$202.4M
Discretionary$0
Non-Disc.$202.4M
Employees3
Clients0
DateMar 2023
Total AUM$202.4M
Discretionary$0
Non-Disc.$202.4M
Employees3
Clients0
DateMar 2022
Total AUM$221.7M
Discretionary$0
Non-Disc.$221.7M
Employees3
Clients0
DateMar 2021
Total AUM$178.3M
Discretionary$0
Non-Disc.$178.3M
Employees4
Clients250
DateJun 2020
Total AUM$163.1M
Discretionary$0
Non-Disc.$163.1M
Employees4
Clients0
DateMay 2020
Total AUM$163.1M
Discretionary$0
Non-Disc.$163.1M
Employees4
Clients0
DateMar 2020
Total AUM$163.1M
Discretionary$0
Non-Disc.$163.1M
Employees4
Clients0
DateSep 2019
Total AUM$151.3M
Discretionary$0
Non-Disc.$151.3M
Employees4
Clients0
DateMay 2019
Total AUM$142.6M
Discretionary$0
Non-Disc.$142.6M
Employees2
Clients0
DateMar 2019
Total AUM$142.6M
Discretionary$0
Non-Disc.$142.6M
Employees2
Clients0
DateOct 2018
Total AUM$144.2M
Discretionary$0
Non-Disc.$144.2M
Employees2
Clients0
DateMar 2018
Total AUM$144.2M
Discretionary$0
Non-Disc.$144.2M
Employees2
Clients0
DateOct 2017
Total AUM$140.6M
Discretionary$0
Non-Disc.$140.6M
Employees1
Clients0
DateOct 2017
Total AUM$140.6M
Discretionary$0
Non-Disc.$140.6M
Employees1
Clients0
DateMar 2017
Total AUM$123.8M
Discretionary$0
Non-Disc.$123.8M
Employees1
Clients400
DateMar 2016
Total AUM$112.5M
Discretionary$0
Non-Disc.$112.5M
Employees1
Clients400
DateMar 2015
Total AUM$124.1M
Discretionary$0
Non-Disc.$124.1M
Employees1
Clients400
DateMar 2014
Total AUM$119.8M
Discretionary$0
Non-Disc.$119.8M
Employees1
Clients400
DateMar 2013
Total AUM$101.6M
Discretionary$0
Non-Disc.$101.6M
Employees1
Clients400
DateMar 2012
Total AUM$95M
Discretionary$0
Non-Disc.$95M
Employees1
Clients400
DateMar 2009
Total AUM$72.8M
Discretionary$0
Non-Disc.$72.8M
Employees5
Clients--
DateMar 2008
Total AUM$97.4M
Discretionary$0
Non-Disc.$97.4M
Employees5
Clients--
DateMar 2007
Total AUM$89.6M
Discretionary$0
Non-Disc.$89.6M
Employees5
Clients--