Overview
Assets Under Management: $192 million
Headquarters: SOUTHBURY, CT
High-Net-Worth Clients: 60
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 60
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 81.37
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 362
Discretionary Accounts: 353
Non-Discretionary Accounts: 9
Regulatory Filings
CRD Number: 172394
Last Filing Date: 2025-01-21 00:00:00
Website: https://kennedywealth.com