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KENNEDY WEALTH & TAX MANAGEMENT, LLC

Tel: (203) 264-1200
1 Pomperaug Office Park
Suite 307
Southbury, Connecticut  06488

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KENNEDY WEALTH & TAX MANAGEMENT, LLC

KENNEDY WEALTH & TAX MANAGEMENT, LLC is a Southbury, Connecticut based financial advisory firm with nearly $191,846,218 in assets under management and provides investment advisory services for 362 clients. There are currently 3 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Pesnsion consulting services , Selection for other advisors

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

172394

SEC#:

801-112886

No. of Clients:

362

Assets under Management

$191,846,218

No. of Advisors:

3

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