Kensington Investment Counsel

Kensington Investment Counsel (CRD# 108012) is a financial advisory firm headquartered in Long Beach, CA. They manage $250,268,379 in 235 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
5580 E. 2nd Street, Suite 209, Long Beach, CA 90803
http://www.kensingtonic.com
By the Numbers
  • Total Assets Under Management
    250
    MILLION
  • Total Number of Accounts
    235
    ACCOUNTS
  • Average Account Value
    $1,064,972
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, NY, TX

Financial Advisors at Kensington Investment Counsel
Showing 1 - 3 of 3 top financial advisors.
1
Jeffrey Wimbish, financial advisor Long Beach CA
Jeffrey G. Wimbish
CRD#: 4363647
444 W. Ocean Blvd., Suite 1618, Long Beach, CA 90802

Jeffrey Wimbish (CRD# 4363647) is an Investment Advisor Representative working at Kensington Investment Counsel in Long Beach, CA and has over 21 years of experience in the finance industry.

2
Jonathan Wimbish, financial advisor Carpinteria CA
Jonathan S. Wimbish
CRD#: 4256943
1160 Eugenia Place, Suite 100, Carpinteria, CA 93013

Jonathan Wimbish (CRD# 4256943) is an Investment Advisor Representative working at Kensington Investment Counsel in Carpinteria, CA and has over 21 years of experience in the finance industry.

3
Richard Wimbish, financial advisor Long Beach CA
Richard G. Wimbish
CRD#: 4363642
444 W. Ocean Blvd., Suite 1401, Long Beach, CA 90802

Richard Wimbish (CRD# 4363642) is an Investment Advisor Representative working at Kensington Investment Counsel in Long Beach, CA and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals