KENNEDY WEALTH & TAX MANAGEMENT, LLC
Tel: (203) 264-1200 1 Pomperaug Office Park Suite 307 Southbury, Connecticut 06488
About KENNEDY WEALTH & TAX MANAGEMENT, LLC
KENNEDY WEALTH & TAX MANAGEMENT, LLC is a Southbury, Connecticut based financial advisory firm with nearly $191,846,218 in assets under management and provides investment advisory services for 362 clients. There are currently 3 financial advisors at the firm.
General Information
Firm CRD#:
172394
Firm SEC#:
801-112886
Assets Under Management:
$191,846,218
No. of Clients:
362
Advisory Services Provided:
Financial planning services, Portfolio management for individuals and/or small businesses, Pesnsion consulting services, Selection for other advisors
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