|
⚲
|
| Kenneth Frenke & Co Inc
✚
|
|
|---|---|
| CRD # | 109352 |
| SEC # | 801-56310 |
| CIK # | |
| AUM | $153.2 MM (2023-03-31) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 828-654-9343 |
| Address | 15 Loop Road Arden, NC 28704 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 44 | 79.3 |
| (b) Individuals (high net worth individuals) | 203 | 73.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 669 | 153.2 |
| By Discretionary | ||
| Discretionary | 669 | 153.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 669 | 153.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.5 | |
| United States Persons | 151.7 | |
| Total | 669 | 153.2 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
O'Brien Investment Management LLC
✚
|
CA | 0.2 |
|
Hiley Hunt Wealth Management Inc
✚
|
NE | 0.2 |
|
Comprehensive Financial Planning Inc
✚
|
OK | 0.2 |
|
Lewis Asset Management LLC
✚
|
CA | 0.2 |
|
Atwater Wealth Management Inc
✚
|
MA | 0.2 |
|
Vanguard Capital Wealth Advisors LLC
✚
|
CO | 0.2 |
|
Carbahal Olsen Financial Services Group LLC
✚
|
CA | 0.2 |
|
Robinson Value Management Ltd
✚
|
TX | 0.2 |
|
RD Lewis Holdings Inc
✚
|
FL | 0.2 |
|
Mentor Capital Management Inc
✚
|
IL | 0.2 |