The Kinney Group, LLC
The Kinney Group, LLC (CRD# 168329) is a financial advisory firm headquartered in Pasadena, CA. They manage $125,585,332 in 338 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management126MILLION
Total Number of Accounts338ACCOUNTS
Average Account Value$371,554
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
Paul Kinney (CRD# 861103) is an Investment Advisor Representative working at The Kinney Group, LLC in Pasadena, CA and has over 38 years of experience in the finance industry.
Joanne Nishiyama (CRD# 3157715) is an Investment Advisor Representative working at The Kinney Group, LLC in Pasadena, CA and has over 16 years of experience in the finance industry.