KENSINGTON FINANCIAL ADVISORS LLC
CRD #136346 SEC #801-64526 ROSELAND, NJ 201-201-0439
SEC Registered
Total AUM
$140M
Discretionary
$139.5M
Employees
2
Clients
51
Accounts
343
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $140M | $139.5M | $482.1K | 2 | 2 |
| Dec 2024 | $130M | $129.6M | $426.2K | 2 | 2 |
| Dec 2024 | $130M | $129.6M | $426.2K | 2 | 2 |
| Jun 2024 | $130M | $129.6M | $426.2K | 2 | 2 |
| Feb 2024 | $130M | $129.6M | $426.2K | 2 | 2 |
| Oct 2023 | $114.6M | $114.2M | $377K | 2 | 2 |
| Apr 2023 | $114.6M | $114.2M | $377K | 2 | 2 |
| Feb 2023 | $114.6M | $114.2M | $377K | 2 | 2 |
| Feb 2023 | $114.6M | $114.2M | $377K | 2 | 2 |
| Jan 2023 | $114.6M | $114.2M | $377K | 2 | 2 |
| Aug 2022 | $295.4M | $295.4M | $0 | 2 | 1 |
| May 2022 | $295.4M | $295.4M | $0 | 2 | 1 |
| May 2022 | $295.4M | $295.4M | $0 | 2 | 1 |
| May 2022 | $295.4M | $295.4M | $0 | 4 | 1 |
| May 2022 | $295.4M | $295.4M | $0 | 4 | 1 |
| Feb 2022 | $295.4M | $295.4M | $0 | 4 | 1 |
| Mar 2021 | $254.1M | $252.7M | $1.4M | 5 | 1 |
| Oct 2020 | $207.7M | $206.5M | $1.2M | 3 | 25 |
| Sep 2020 | $207.7M | $206.5M | $1.2M | 3 | 25 |
| Jun 2020 | $207.7M | $206.5M | $1.2M | 3 | 25 |
| Feb 2020 | $207.7M | $206.5M | $1.2M | 3 | 25 |
| Oct 2019 | $174.6M | $173.4M | $1.1M | 2 | 54 |
| Jun 2019 | $174.6M | $173.4M | $1.1M | 2 | 54 |
| Feb 2019 | $174.6M | $173.4M | $1.1M | 2 | 54 |
| Mar 2018 | $177.9M | $171.6M | $6.2M | 2 | 0 |
| Jan 2018 | $177.9M | $168M | $9.9M | 3 | 0 |
| Jan 2018 | $177.9M | $168M | $9.9M | 3 | 0 |
| Sep 2017 | $177.9M | $168M | $9.9M | 3 | 238 |
| Aug 2017 | $177.9M | $168M | $9.9M | 3 | 238 |
| Feb 2017 | $177.9M | $168M | $9.9M | 3 | 238 |
| Oct 2016 | $170.6M | $156.6M | $14.1M | 3 | 253 |
| Feb 2016 | $170.6M | $156.6M | $14.1M | 3 | 253 |
| Feb 2016 | $170.6M | $156.6M | $14.1M | 3 | 253 |
| Feb 2016 | $170.6M | $156.6M | $14.1M | 3 | 253 |
| Jan 2015 | $173M | $168.2M | $4.8M | 3 | 258 |
| Oct 2014 | $165.1M | $160.2M | $4.8M | 3 | 246 |
| Sep 2014 | $165.1M | $160.2M | $4.8M | 3 | 246 |
| Apr 2014 | $165.1M | $160.2M | $4.8M | 3 | 246 |
| Mar 2014 | $165.1M | $160.2M | $4.8M | 3 | 246 |
| Feb 2014 | $165.1M | $160.2M | $4.8M | 3 | 246 |
| Feb 2014 | $165.1M | $160.2M | $4.8M | 3 | 246 |
| Feb 2014 | $165.1M | $160.2M | $4.8M | 3 | 246 |
| Jan 2014 | $144.3M | $140.7M | $3.6M | 3 | 281 |
| Nov 2013 | $144.3M | $140.7M | $3.6M | 3 | 281 |
| Feb 2013 | $144.3M | $140.7M | $3.6M | 3 | 281 |
| Oct 2012 | $141.3M | $130.2M | $11M | 1 | 281 |
| Feb 2012 | $141.3M | $130.2M | $11M | 1 | 281 |
| Jun 2011 | $147.3M | $144.9M | $2.4M | 5 | -- |
| Jun 2011 | $147.3M | $144.9M | $2.4M | 5 | -- |
| Nov 2010 | $116.5M | $101.7M | $14.8M | 5 | -- |
| Apr 2009 | $100M | $86M | $14M | 5 | -- |
| Jan 2008 | $135M | $135M | $0 | 5 | -- |
| Nov 2007 | $150M | $150M | $0 | 5 | -- |
| Oct 2007 | $150M | $150M | $0 | 5 | -- |
| Jan 2007 | $150M | $150M | $0 | 5 | -- |
| Jan 2007 | $150M | $150M | $0 | 5 | -- |
| Dec 2006 | $150M | $150M | $0 | 5 | -- |
| Mar 2006 | $150M | $150M | $0 | 5 | -- |
| Nov 2005 | $120M | $120M | $0 | 5 | -- |
DateFeb 2025
Total AUM$140M
Discretionary$139.5M
Non-Disc.$482.1K
Employees2
Clients2
DateDec 2024
Total AUM$130M
Discretionary$129.6M
Non-Disc.$426.2K
Employees2
Clients2
DateDec 2024
Total AUM$130M
Discretionary$129.6M
Non-Disc.$426.2K
Employees2
Clients2
DateJun 2024
Total AUM$130M
Discretionary$129.6M
Non-Disc.$426.2K
Employees2
Clients2
DateFeb 2024
Total AUM$130M
Discretionary$129.6M
Non-Disc.$426.2K
Employees2
Clients2
DateOct 2023
Total AUM$114.6M
Discretionary$114.2M
Non-Disc.$377K
Employees2
Clients2
DateApr 2023
Total AUM$114.6M
Discretionary$114.2M
Non-Disc.$377K
Employees2
Clients2
DateFeb 2023
Total AUM$114.6M
Discretionary$114.2M
Non-Disc.$377K
Employees2
Clients2
DateFeb 2023
Total AUM$114.6M
Discretionary$114.2M
Non-Disc.$377K
Employees2
Clients2
DateJan 2023
Total AUM$114.6M
Discretionary$114.2M
Non-Disc.$377K
Employees2
Clients2
DateAug 2022
Total AUM$295.4M
Discretionary$295.4M
Non-Disc.$0
Employees2
Clients1
DateMay 2022
Total AUM$295.4M
Discretionary$295.4M
Non-Disc.$0
Employees2
Clients1
DateMay 2022
Total AUM$295.4M
Discretionary$295.4M
Non-Disc.$0
Employees2
Clients1
DateMay 2022
Total AUM$295.4M
Discretionary$295.4M
Non-Disc.$0
Employees4
Clients1
DateMay 2022
Total AUM$295.4M
Discretionary$295.4M
Non-Disc.$0
Employees4
Clients1
DateFeb 2022
Total AUM$295.4M
Discretionary$295.4M
Non-Disc.$0
Employees4
Clients1
DateMar 2021
Total AUM$254.1M
Discretionary$252.7M
Non-Disc.$1.4M
Employees5
Clients1
DateOct 2020
Total AUM$207.7M
Discretionary$206.5M
Non-Disc.$1.2M
Employees3
Clients25
DateSep 2020
Total AUM$207.7M
Discretionary$206.5M
Non-Disc.$1.2M
Employees3
Clients25
DateJun 2020
Total AUM$207.7M
Discretionary$206.5M
Non-Disc.$1.2M
Employees3
Clients25
DateFeb 2020
Total AUM$207.7M
Discretionary$206.5M
Non-Disc.$1.2M
Employees3
Clients25
DateOct 2019
Total AUM$174.6M
Discretionary$173.4M
Non-Disc.$1.1M
Employees2
Clients54
DateJun 2019
Total AUM$174.6M
Discretionary$173.4M
Non-Disc.$1.1M
Employees2
Clients54
DateFeb 2019
Total AUM$174.6M
Discretionary$173.4M
Non-Disc.$1.1M
Employees2
Clients54
DateMar 2018
Total AUM$177.9M
Discretionary$171.6M
Non-Disc.$6.2M
Employees2
Clients0
DateJan 2018
Total AUM$177.9M
Discretionary$168M
Non-Disc.$9.9M
Employees3
Clients0
DateJan 2018
Total AUM$177.9M
Discretionary$168M
Non-Disc.$9.9M
Employees3
Clients0
DateSep 2017
Total AUM$177.9M
Discretionary$168M
Non-Disc.$9.9M
Employees3
Clients238
DateAug 2017
Total AUM$177.9M
Discretionary$168M
Non-Disc.$9.9M
Employees3
Clients238
DateFeb 2017
Total AUM$177.9M
Discretionary$168M
Non-Disc.$9.9M
Employees3
Clients238
DateOct 2016
Total AUM$170.6M
Discretionary$156.6M
Non-Disc.$14.1M
Employees3
Clients253
DateFeb 2016
Total AUM$170.6M
Discretionary$156.6M
Non-Disc.$14.1M
Employees3
Clients253
DateFeb 2016
Total AUM$170.6M
Discretionary$156.6M
Non-Disc.$14.1M
Employees3
Clients253
DateFeb 2016
Total AUM$170.6M
Discretionary$156.6M
Non-Disc.$14.1M
Employees3
Clients253
DateJan 2015
Total AUM$173M
Discretionary$168.2M
Non-Disc.$4.8M
Employees3
Clients258
DateOct 2014
Total AUM$165.1M
Discretionary$160.2M
Non-Disc.$4.8M
Employees3
Clients246
DateSep 2014
Total AUM$165.1M
Discretionary$160.2M
Non-Disc.$4.8M
Employees3
Clients246
DateApr 2014
Total AUM$165.1M
Discretionary$160.2M
Non-Disc.$4.8M
Employees3
Clients246
DateMar 2014
Total AUM$165.1M
Discretionary$160.2M
Non-Disc.$4.8M
Employees3
Clients246
DateFeb 2014
Total AUM$165.1M
Discretionary$160.2M
Non-Disc.$4.8M
Employees3
Clients246
DateFeb 2014
Total AUM$165.1M
Discretionary$160.2M
Non-Disc.$4.8M
Employees3
Clients246
DateFeb 2014
Total AUM$165.1M
Discretionary$160.2M
Non-Disc.$4.8M
Employees3
Clients246
DateJan 2014
Total AUM$144.3M
Discretionary$140.7M
Non-Disc.$3.6M
Employees3
Clients281
DateNov 2013
Total AUM$144.3M
Discretionary$140.7M
Non-Disc.$3.6M
Employees3
Clients281
DateFeb 2013
Total AUM$144.3M
Discretionary$140.7M
Non-Disc.$3.6M
Employees3
Clients281
DateOct 2012
Total AUM$141.3M
Discretionary$130.2M
Non-Disc.$11M
Employees1
Clients281
DateFeb 2012
Total AUM$141.3M
Discretionary$130.2M
Non-Disc.$11M
Employees1
Clients281
DateJun 2011
Total AUM$147.3M
Discretionary$144.9M
Non-Disc.$2.4M
Employees5
Clients--
DateJun 2011
Total AUM$147.3M
Discretionary$144.9M
Non-Disc.$2.4M
Employees5
Clients--
DateNov 2010
Total AUM$116.5M
Discretionary$101.7M
Non-Disc.$14.8M
Employees5
Clients--
DateApr 2009
Total AUM$100M
Discretionary$86M
Non-Disc.$14M
Employees5
Clients--
DateJan 2008
Total AUM$135M
Discretionary$135M
Non-Disc.$0
Employees5
Clients--
DateNov 2007
Total AUM$150M
Discretionary$150M
Non-Disc.$0
Employees5
Clients--
DateOct 2007
Total AUM$150M
Discretionary$150M
Non-Disc.$0
Employees5
Clients--
DateJan 2007
Total AUM$150M
Discretionary$150M
Non-Disc.$0
Employees5
Clients--
DateJan 2007
Total AUM$150M
Discretionary$150M
Non-Disc.$0
Employees5
Clients--
DateDec 2006
Total AUM$150M
Discretionary$150M
Non-Disc.$0
Employees5
Clients--
DateMar 2006
Total AUM$150M
Discretionary$150M
Non-Disc.$0
Employees5
Clients--
DateNov 2005
Total AUM$120M
Discretionary$120M
Non-Disc.$0
Employees5
Clients--