Kennerman Associate Inc

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Assets, Funds, Holdings

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Kennerman Associate Inc
CRD #105696
SEC #801-25724
CIK #
AUM $437.0 MM (2024-03-06)
Employees 4 (100% Investors, 0% Brokers)
Phone518-584-2600
Address480 Broadway
Saratoga Spring, NY 12866-2285
Source [IAPD] [Website]
Total AUM ($MM)
50040030020010002001200920172025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 196 172.3
(b) Individuals (high net worth individuals) 80 228.1
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 3 6.8
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 10 10.3
(n) Other 6 19.5
Total 791 437.0
By Discretionary
Discretionary 790 436.7
Non-Discretionary 1 0.2
Total 791 437.0
By Non-United States Persons
Non-United States Persons 1.6
United States Persons 435.4
Total 791 437.0
Comparable Firms State AUM ($BB)
Financial Security Management Inc
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IL 0.4
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Life Line Wealth Management LLC
CA 0.4
Fortem Financial Group LLC
CA 0.4
Gagnon Securities LLC
NY 0.4
The Cavanaugh Group Inc
SC 0.4
Bromfield Sneider Wealth Advisors Inc
MA 0.4
Seabridge Investment Advisors LLC
NJ 0.4
Robertson Wealth Management LLC
TX 0.4
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