The Kinney Group, LLC
The Kinney Group, LLC (CRD# 168329) is a financial advisory firm headquartered in Pasadena, CA. They manage $116,429,283 in 246 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management116MILLION
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Total Number of Accounts246ACCOUNTS
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Average Account Value$473,290
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, CO
Financial Advisors at The Kinney Group, LLC
1
Joanne Nishiyama (CRD# 3157715) is an Investment Advisor Representative working at The Kinney Group, LLC in Pasadena, CA and has over 22 years of experience in the finance industry.
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