1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2KENNEDY WEALTH & TAX MANAGEMENT, LLC

Map pinSOUTHBURY, CT
Phone(203) 264-1200
NotebookSEC #801-112886
Total AUM
$215.5M
Employees
4
Clients
136

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1 POMPERAUG OFFICE PARK
SUITE 307
SOUTHBURY
CT 06488
United States
Operating Hours
8:30 AM - 5:00PM
Monday - Friday
Phone
(203) 264-1200

ReceiptFinancials

Total AUM
$215.5M
Accounts
365
Discretionary
$206.3M
Accounts
360
Non-Discretionary
$9.2M
Accounts
5

ContactClients

View more in analytics →

Individual Clients
75
AUM
$33.5M
HNW Individual Clients
58
AUM
$172.9M
Pension/Profit Sharing Plan Clients
2
AUM
$7.9M
Charitable Organization Clients
1
AUM
$1.2M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CTFLMANHSCTX

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account