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⚲
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| The Kinney Group LLC
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|
|---|---|
| CRD # | 168329 |
| SEC # | 801-78343 |
| CIK # | 0001689762 |
| AUM | $92.7 MM (2024-03-27) |
| Employees | 1 (100% Investors, 100% Brokers) |
| Phone | 626-796-1860 |
| Address | 201 South Lake Avenue Pasadena, CA 91101 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 39 | 13.1 |
| (b) Individuals (high net worth individuals) | 32 | 79.1 |
| (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 | 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 | 0.5 |
| (n) Other | 0 | 0.0 |
| Total | 209 | 92.7 |
| By Discretionary | ||
| Discretionary | 209 | 92.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 209 | 92.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.2 | |
| United States Persons | 92.5 | |
| Total | 209 | 92.7 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| D | [0001689762] |
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|---|---|---|
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Adirondack Research & Management Inc
✚
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|
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