Kensington Securities, LLC

Kensington Securities, LLC (CRD# 145453) is a financial advisory firm headquartered in Scotts Valley, CA. They manage $61,664,599 in 377 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    62
    MILLION
  • Total Number of Accounts
    377
    ACCOUNTS
  • Average Account Value
    $163,567
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Kensington Securities, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Lisa A. Dombroske
CRD#: 5181916
4113 Scotts Valley Drive, Suite B, Scotts Valley, CA 95066
93
Wealthminder
score

Lisa Dombroske (CRD# 5181916) is an Investment Advisor Representative working at Kensington Securities, LLC in Scotts Valley, CA and has over 8 years of experience in the finance industry.

2
Filiep P. Sackx
CRD#: 2971428
1101 S. Winchester Blvd. Suite I-208, San Jose, CA 95128
43
Wealthminder
score

Filiep Sackx (CRD# 2971428) is a Registered Investment Advisor and a Fiduciary with offices in San Jose and Scotts Valley. Filiep has over 20 years of experience in the financial industry.

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