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KENNON FINANCIAL
1 South School Avenue
Penthouse Suite
Sarasota, Florida 34237
Tel: 941-556-6307
About KENNON FINANCIAL
KENNON FINANCIAL, formally registered with the SEC as KENNON FINANCIAL. The firm was established in 04/22/2019. They have over 1 offices throughout the country.
KENNON FINANCIAL is a Sarasota, Florida based Financial Planning firm with nearly $245,000,000 assets under management, offering retirement planning & investment advisory services to 699 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 301130 |
| SEC# | 801-115025 |
| Assets Managed by Firm | $245,000,000 |
| No. of Clients | 699 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 699 | $245,000,000 |
| Individuals (other than high net worth individuals) | 676 | $200,000,000 |
| High net worth individuals | 23 | $45,000,000 |
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