Kennedy Wealth And Tax Management, Inc.
Kennedy Wealth And Tax Management, Inc. (CRD# 172394) is a financial advisory firm headquartered in Southbury, CT. They manage $195,857,200 in 359 accounts and serve the financial needs of clients across 5 states (or territories).
Current Firm Details
Kennedy Wealth And Tax Management, Inc.
By the Numbers
-
Total Assets Under Management196MILLION
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Total Number of Accounts359ACCOUNTS
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Average Account Value$545,563
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CT, FL, MA, NH, TX
Financial Advisors at Kennedy Wealth And Tax Management, Inc.
1
Gregory Bunger (CRD# 5248132) is an Investment Advisor Representative working at Kennedy Wealth And Tax Management, Inc. in Southbury, CT and has over 17 years of experience in the finance industry.
2
Kevin Kennedy (CRD# 2891568) is an Investment Advisor Representative working at Kennedy Wealth And Tax Management, Inc. in Southbury, CT and has over 26 years of experience in the finance industry.
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