Kensington Ami, LLC
Kensington Ami, LLC (CRD# 145898) is a financial advisory firm headquartered in Burbank, CA. They manage $30,225,498 in 91 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management30MILLION
Total Number of Accounts91ACCOUNTS
Average Account Value$332,148
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Educational seminars/workshops
Benjamin Lupu (CRD# 874846) is an Investment Advisor Representative working at Kensington Ami, LLC in Burbank, CA and has over 38 years of experience in the finance industry. Benjamin Lupu has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.