Frenke Kenneth & Co Inc (Arden)

Name: Frenke Kenneth & Co Inc
Address: 15 Loop Road, Arden, NC, 28704
Telephone: 828-654-9343

Frenke Kenneth & Co Inc is a large advisory firm based in Arden. It manages $85.07 million of regulatory assets for 562 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Florida, Georgia, Minnesota, and 3 other states.

Frenke Kenneth & provides financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.

Frenke Kenneth &: assets under management

The assets under management (AUM) of Frenke Kenneth & Co Inc is $85.07 million. The firm's AUM has grown by 92% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $84.98 million in discretionary accounts and $91.88 thousand in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $151.48 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $91.88 thousand.

Fees & Commissions

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

Careers at Frenke Kenneth & Co Inc

Kenneth D Frenke has been acting as President since 1 Jan 1998. Ronald Glenn Zimmerman joined the executive team most recently as the Shareholder.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Kenneth D Frenke	President	1 Jan 1998	75% - 100%	4349850
Kenneth Bruce Frenke	President/chief compliance officer	1 Jan 1998	75% - 100%	1155183
Ronald Glenn Zimmerman	Shareholder	1 Sep 2006	Other	2831422

Based in Arden

The principal office where Frenke Kenneth & Co Inc performs its advisory services is located at 15 Loop Road, Arden, NC 28704 The mailing address of the firm is 15 Loop Road, Arden, NC 28704. An additional office of the firm is in Palm Beach Gardens, FL. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 828-654-9343 or by fax 828-654-9347. The normal business hours are 9:00 a.m.-5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.frenke.com.