KENNEDY WEALTH & TAX MANAGEMENT, LLC

1 Pomperaug Office Park
Suite 307
Southbury, Connecticut 06488
Tel: (203) 264-1200

About KENNEDY WEALTH & TAX MANAGEMENT, LLC

KENNEDY WEALTH & TAX MANAGEMENT, LLC, formally registered with the SEC as KENNEDY WEALTH & TAX MANAGEMENT, LLC. The firm was established in 04/20/2018. They have over 1 offices throughout the country.

KENNEDY WEALTH & TAX MANAGEMENT, LLC is a Southbury, Connecticut based Financial Planning firm with nearly $191,846,218 assets under management, offering retirement planning & investment advisory services to 362 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	172394
SEC#	801-112886
Assets Managed by Firm	$191,846,218
No. of Clients	362
No. of Advisors	3

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

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

Firm Client Information

	No. of Clients	AUM
Firm Total	362	$191,846,218
Individuals (other than high net worth individuals)	71	$27,991,390
High net worth individuals	60	$156,096,744
Pension and profit sharing plans	Fewer than 5 clients	$6,689,279
Charitable organizations	Fewer than 5 clients	$1,068,805

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