KENNERMAN ASSOCIATE INC
DBA: KERSHNER, GROSSO & CO.
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $825.5M |
| Discretionary | $825.1M100% of AUM |
| Non-Discretionary | $351K |
| Client Accounts | 1,418 |
| Avg Account Size | $582K |
| Employees | 6 |
| Peak AUM | $825.5MFeb 2026 |
| AUM CAGR |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $825M | +57.3% | +32.5% | +16.3% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $825.5M |
| Discretionary | $825.1M |
| Employees | 6 |
| Client Accounts | 1418 |
Contact & Location
Address
480 BROADWAY
SARATOGA SPRING NY 12866-2285
Phone
518-584-2600
Filing History
39 ADV Part 1 submissions
Fee Structure
% of AUM
Advisory Services
Portfolio Mgmt (Individuals)
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$825M
100.0% of AUM
Non-Discretionary
$350,598
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Pension Plans
Corporations
Other
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodyBroker-Dealer Custody
Other Registrations
Banking Institution