Iti Financial Management
Iti Financial Management (CRD# 152658) is a financial advisory firm headquartered in Springfield, MO. They manage $63,000,000 in 197 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management63MILLION
Total Number of Accounts197ACCOUNTS
Average Account Value$319,797
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Troy Kennedy (CRD# 5744613) is an Investment Advisor Representative working at Iti Financial Management in Springfield, MO and has over 8 years of experience in the finance industry.