KENNON-GREEN & CO.

5031 Forest Drive
Suite A
New Albany, Ohio 43054-7089
Tel: (614) 656-3638

About KENNON-GREEN & CO.

KENNON-GREEN & CO, formally registered with the SEC as KENNON-GREEN & CO. The firm was established in 07/15/2022. They have over 1 offices throughout the country.

KENNON-GREEN & CO. is a New Albany, Ohio based Financial Planning firm with nearly $129,529,414 assets under management, offering retirement planning & investment advisory services to 264 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	284713
SEC#	801-126091
Assets Managed by Firm	$129,529,414
No. of Clients	264
No. of Advisors	4

Fee Structure

A percentage of AUM
Fixed fees
Performance Based

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	264	$129,529,414
Individuals (other than high net worth individuals)	43	$18,020,564
High net worth individuals	46	$111,508,850

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