Overview
Assets Under Management: $545 million
Headquarters: WEST DEPTFORD, NJ
High-Net-Worth Clients: 117
Average Client Assets: $2 million
Frequently Asked Questions
KENNEDY INVESTMENT GROUP, INC. 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 #322605), KENNEDY INVESTMENT GROUP, INC. is subject to fiduciary duty under federal law.
KENNEDY INVESTMENT GROUP, INC. is headquartered in WEST DEPTFORD, NJ.
KENNEDY INVESTMENT GROUP, INC. serves 117 high-net-worth clients according to their SEC filing dated January 31, 2025. View client details ↓
According to their SEC Form ADV, KENNEDY INVESTMENT GROUP, INC. offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
KENNEDY INVESTMENT GROUP, INC. manages $545 million in client assets according to their SEC filing dated January 31, 2025.
According to their SEC Form ADV, KENNEDY INVESTMENT GROUP, INC. serves high-net-worth individuals. View client details ↓
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