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Building 2KENNON-GREEN & CO.

Map pinNEW ALBANY, OH
Phone(614) 656-3638
NotebookSEC #801-126091
Total AUM
$171.4M
Employees
4
Clients
90

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5031 FOREST DRIVE
SUITE A
NEW ALBANY
OH 43054-7089
United States
Operating Hours
BY APPOINTMENT ONLY
BY APPOINTMENT ONLY
Phone
(614) 656-3638

ReceiptFinancials

Total AUM
$171.4M
Accounts
292
Discretionary
$171.4M
Accounts
292
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
37
AUM
$17.2M
HNW Individual Clients
53
AUM
$154.1M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CAMIMONHNYOHTX

HandshakeAffiliates

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

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