THE KINNEY GROUP, LLC
CRD #168329 SEC #801-78343 PASADENA, CA (626) 796-1860
SEC Registered
Total AUM
$92.7M
Discretionary
$92.7M
Employees
1
Clients
0
Accounts
209
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2024 | $92.7M | $92.7M | $0 | 1 | 0 |
| Mar 2023 | $116.4M | $116.4M | $0 | 1 | 0 |
| Mar 2022 | $127M | $127M | $0 | 2 | 0 |
| Mar 2021 | $124.7M | $124.7M | $0 | 2 | 0 |
| Jun 2020 | $123.7M | $123.7M | $0 | 2 | 0 |
| Feb 2020 | $123.7M | $123.7M | $0 | 2 | 0 |
| Feb 2020 | $123.7M | $123.7M | $0 | 2 | 0 |
| Feb 2019 | $111.5M | $111.5M | $0 | 2 | 0 |
| Mar 2018 | $118.9M | $118.9M | $0 | 2 | 0 |
| Mar 2017 | $125.6M | $123.6M | $2M | 2 | 26 |
| Jan 2016 | $120.5M | $118.6M | $1.9M | 2 | 100 |
| Feb 2015 | $125.3M | $123.4M | $1.9M | 2 | 113 |
| Sep 2014 | $122M | $118.8M | $3.2M | 2 | 26 |
| Mar 2014 | $122M | $118.8M | $3.2M | 2 | 26 |
| Nov 2013 | $105.1M | $102.1M | $3M | 2 | 0 |
| Oct 2013 | $0 | $0 | $0 | 2 | 0 |
| Aug 2013 | $0 | $0 | $0 | 2 | 0 |
| Jul 2013 | $0 | $0 | $0 | 2 | 0 |
DateMar 2024
Total AUM$92.7M
Discretionary$92.7M
Non-Disc.$0
Employees1
Clients0
DateMar 2023
Total AUM$116.4M
Discretionary$116.4M
Non-Disc.$0
Employees1
Clients0
DateMar 2022
Total AUM$127M
Discretionary$127M
Non-Disc.$0
Employees2
Clients0
DateMar 2021
Total AUM$124.7M
Discretionary$124.7M
Non-Disc.$0
Employees2
Clients0
DateJun 2020
Total AUM$123.7M
Discretionary$123.7M
Non-Disc.$0
Employees2
Clients0
DateFeb 2020
Total AUM$123.7M
Discretionary$123.7M
Non-Disc.$0
Employees2
Clients0
DateFeb 2020
Total AUM$123.7M
Discretionary$123.7M
Non-Disc.$0
Employees2
Clients0
DateFeb 2019
Total AUM$111.5M
Discretionary$111.5M
Non-Disc.$0
Employees2
Clients0
DateMar 2018
Total AUM$118.9M
Discretionary$118.9M
Non-Disc.$0
Employees2
Clients0
DateMar 2017
Total AUM$125.6M
Discretionary$123.6M
Non-Disc.$2M
Employees2
Clients26
DateJan 2016
Total AUM$120.5M
Discretionary$118.6M
Non-Disc.$1.9M
Employees2
Clients100
DateFeb 2015
Total AUM$125.3M
Discretionary$123.4M
Non-Disc.$1.9M
Employees2
Clients113
DateSep 2014
Total AUM$122M
Discretionary$118.8M
Non-Disc.$3.2M
Employees2
Clients26
DateMar 2014
Total AUM$122M
Discretionary$118.8M
Non-Disc.$3.2M
Employees2
Clients26
DateNov 2013
Total AUM$105.1M
Discretionary$102.1M
Non-Disc.$3M
Employees2
Clients0
DateOct 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateAug 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateJul 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0