KENNEDY WEALTH & TAX MANAGEMENT, LLC - Financial Advisor in Connecticut, Southbury

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

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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Top Financial Advisory Firms in Connecticut, Southbury

FirmCRD#:174758

SEC#:801-112212

No. of Advisors:9

No. of Clients:26

AUM:$175,433,672

Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

NEWDAY

174758

801-112212

$175,433,672

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