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Building 2KENNON FINANCIAL

Map pinSARASOTA, FL
Phone941-556-6307
NotebookSEC #801-115025
Total AUM
$300M
Employees
3
Clients
741

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1 SOUTH SCHOOL AVENUE
PENTHOUSE SUITE
SARASOTA
FL 34237
United States
Operating Hours
9 AM - 5 PM
Monday - Friday
Phone
941-556-6307

ReceiptFinancials

Total AUM
$300M
Accounts
1,141
Discretionary
$300M
Accounts
1,141
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
660
AUM
$165.5M
HNW Individual Clients
81
AUM
$134.5M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLPA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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