Overview
Assets Under Management: $545 million
Headquarters: WEST DEPTFORD, NJ
High-Net-Worth Clients: 117
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 117
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 50.10
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 2,519
Discretionary Accounts: 2,519
Regulatory Filings
CRD Number: 322605
Last Filing Date: 2025-01-31 00:00:00
Website: https://kennedyinvestmentgroup.com