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Home > Retirement Planners > connecticut > southbury > KENNEDY WEALTH & TAX MANAGEMENT, LLC
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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