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| Happy Holidays!! thanks for using AUM13F!! |
| Kennerman Associate Inc
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|---|---|
| CRD # | 105696 |
| SEC # | 801-25724 |
| CIK # | |
| AUM | $524.7 M (2025-03-10) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 518-584-2600 |
| Address | 480 Broadway Saratoga Spring, NY 12866-2285 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 270 | 190.5 |
| (b) Individuals (high net worth individuals) | 90 | 285.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 6 | 10.7 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 21 | 16.4 |
| (n) Other | 6 | 21.3 |
| Total | 938 | 524.7 |
| By Discretionary | ||
| Discretionary | 937 | 524.4 |
| Non-Discretionary | 1 | 0.3 |
| Total | 938 | 524.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.6 | |
| United States Persons | 523.1 | |
| Total | 938 | 524.7 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
GEM Asset Management LLC
✚
|
MI | 0.5 |
|
Lawrence W Kelly & Associates Inc
✚
|
CA | 0.5 |
|
Fortem Financial Group LLC
✚
|
CA | 0.5 |
|
Tortuga Advisers LLC
✚
|
CA | 0.5 |
|
The JUNK Investment Group LLC
✚
|
MD | 0.5 |
|
Richardson Capital Management LLC
✚
|
WI | 0.5 |
|
Innovative Wealth Building LLC
✚
|
MD | 0.5 |
|
M Kraus & Company
✚
|
VT | 0.5 |
|
Benin Management Corp
✚
|
0.5 | |
|
Dagco Inc
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|
OH | 0.5 |