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Building 2KENNEDY WEALTH AND TAX MANAGEMENT, INC.

Map pinSOUTHBURY, CT
Phone(203) 264-1200
NotebookSEC #801-80230
Total AUM
$66.4M
Employees
2
Clients
0

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
$66.4M
Accounts
194
Discretionary
$60.6M
Accounts
191
Non-Discretionary
$5.8M
Accounts
3

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CTFL

HandshakeAffiliates

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

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