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Building 2KENNEDY WEALTH MANAGEMENT GROUP LTD.

Map pin
Phone614-501-6318
NotebookSEC #801-67024
Total AUM
$3M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9-5PM
Monday - Friday
Phone
614-501-6318

ReceiptFinancials

Total AUM
$3M
Accounts
3
Discretionary
$0
Accounts
0
Non-Discretionary
$3M
Accounts
3

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges CommissionCharges Fixed FeeCharges Percentage AUMCharges Subscription Fee

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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

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