The Kinney Group, LLC

The Kinney Group, LLC (CRD# 168329) is a financial advisory firm headquartered in Pasadena, CA. They manage $120,452,911 in 355 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    120
    MILLION
  • Total Number of Accounts
    355
    ACCOUNTS
  • Average Account Value
    $339,304
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
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
  • Selection of other advisers (including private fund managers)
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, CO

Financial Advisors at The Kinney Group, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Paul W. Kinney
CRD#: 861103
201 South Lake Avenue, Suite 510, Pasadena, CA 91101
93
Wealthminder
score

Paul Kinney (CRD# 861103) is an Investment Advisor Representative working at The Kinney Group, LLC in Pasadena, CA and has over 36 years of experience in the finance industry.

2
Joanne J. Nishiyama
CRD#: 3157715
201 South Lake Avenue, Suite 510, Pasadena, CA 91101
93
Wealthminder
score

Joanne Nishiyama (CRD# 3157715) is an Investment Advisor Representative working at The Kinney Group, LLC in Pasadena, CA and has over 15 years of experience in the finance industry.

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