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Building 2KENNEDY INVESTMENT GROUP

Map pinWEST DEPTFORD, NJ
Phone856-853-0400
NotebookSEC #801-126404
Total AUM
$633.2M
Employees
12
Clients
1,037

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
196 DELAWARE STREET
WEST DEPTFORD
NJ 08086
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
856-853-0400
Other Offices
1

ReceiptFinancials

Total AUM
$633.2M
Accounts
2,641
Discretionary
$633.2M
Accounts
2,641
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
916
AUM
$322.9M
HNW Individual Clients
120
AUM
$308.2M
Corporation or Business Clients
1
AUM
$2.1M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCADCDEFLLAMAMDNCNHNJNYPASCTXVA

HandshakeAffiliates

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

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