Overview
Assets Under Management: $293 million
Headquarters: SARASOTA, FL
High-Net-Worth Clients: 57
Average Client Assets: $2 million
Frequently Asked Questions
DAVID KENNON INCORPORATED is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #301130), DAVID KENNON INCORPORATED is subject to fiduciary duty under federal law.
DAVID KENNON INCORPORATED is headquartered in SARASOTA, FL.
DAVID KENNON INCORPORATED serves 57 high-net-worth clients according to their SEC filing dated March 17, 2025. View client details ↓
According to their SEC Form ADV, DAVID KENNON INCORPORATED offers portfolio management for individuals. View all service details ↓
DAVID KENNON INCORPORATED manages $293 million in client assets according to their SEC filing dated March 17, 2025.
According to their SEC Form ADV, DAVID KENNON INCORPORATED serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 57
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 34.13
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,153
Discretionary Accounts: 1,153
Regulatory Filings
CRD Number: 301130
Filing ID: 1928293
Last Filing Date: 2025-03-17 13:29:00
Website: https://gmail.com