KENSINGTON FINANCIAL ADVISORS LLC
  • KENSINGTON FINANCIAL ADVISORS LLC
  • FIG TREE WEALTH MANAGEMENT
  • NATIONAL WEALTH MANAGEMENT, LLC

Adviser Profile

As of Date 07/13/2026
Registration SEC, Approved, 07/29/2005
ADV Location ROSELAND, NJ, United States
Contact Info 201 xxxxxxx
Websites
AUM* 159,918,342 23%
of that, discretionary 159,149,783 23%
Number of Employees 2
of those in investment advisory functions 2
Private Fund GAV* 0
Avg Account Size 458,219 23%
% High Net Worth 45.65% 30%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Reported AUM

295M 253M 211M 169M 127M 84M 42M
2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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