Kensington Securities, LLC

Kensington Securities, LLC (CRD# 145453) is a financial advisory firm headquartered in Scotts Valley, CA. They manage $68,539,884 in 255 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
4113 Scotts Valley Drive, Suite B, Scotts Valley, CA 95066
By the Numbers
  • Total Assets Under Management
    69
    MILLION
  • Total Number of Accounts
    255
    ACCOUNTS
  • Average Account Value
    $268,784
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
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 Dombroske, financial advisor Scotts Valley CA
Lisa A. Dombroske
CRD#: 5181916
4113 Scotts Valley Drive, Suite B, Scotts Valley, CA 95066

Lisa Dombroske (CRD# 5181916) is an Investment Advisor Representative working at Kensington Securities, LLC in Scotts Valley, CA and has over 15 years of experience in the finance industry.

2
Filiep Sackx, financial advisor Scotts Valley CA
Filiep P. Sackx
CRD#: 2971428
4113 Scotts Valley Drive, Suite B, Scotts Valley, CA 95066

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.

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.

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