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Home > Retirement Planners > new jersey > west deptford > KENNEDY INVESTMENT GROUP
KENNEDY INVESTMENT GROUP
196 Delaware Street
West Deptford, New Jersey 08086
Tel: 856-853-0400
About KENNEDY INVESTMENT GROUP
KENNEDY INVESTMENT GROUP, formally registered with the SEC as KENNEDY INVESTMENT GROUP. The firm was established in 11/10/2022. They have over 2 offices throughout the country.
KENNEDY INVESTMENT GROUP is a West Deptford, New Jersey based Financial Planning firm with nearly $545,415,103 assets under management, offering retirement planning & investment advisory services to 2519 clients. The firm is staffed with 10 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 322605 |
| SEC# | 801-126404 |
| Assets Managed by Firm | $545,415,103 |
| No. of Clients | 2519 |
| No. of Advisors | 10 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 2519 | $545,415,103 |
| Individuals (other than high net worth individuals) | 864 | $269,649,163 |
| High net worth individuals | 117 | $273,248,373 |
| Corporations or other businesses | 5 | $2,517,567 |
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|---|---|---|---|
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