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Kensington Ami, LLC (Studio City)


Kensington Ami, LLC is an adviser based in Studio City. It manages $24 million of regulatory assets for 79 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdiction of California.




Kensington Ami provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Kensington Ami: assets under management

The assets under management (AUM) of Kensington Ami, LLC is $24 million. The firm's AUM has grown by 15% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $3.1 million in discretionary accounts and $20.9 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.03 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $275 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Kensington Ami, LLC for their services and products based on a percentage of assets under management and hourly charges. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Studio City

The principal office where Kensington Ami, LLC performs its advisory services is located at 12725 Ventura Blvd., Studio City, CA 91604, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number (818) 505-9551 or by fax (818) 505-9874. The normal business hours are 8:00 am - 4:00 pm on Monday - Friday.


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