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).

By the Numbers
  • Total Assets Under Management
    116
    MILLION
  • Total Number of Accounts
    246
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

CA, CO

Financial Advisors at The Kinney Group, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Joanne J. Nishiyama
CRD#: 3157715
201 South Lake Avenue, Suite 510, Pasadena, CA 91101

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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