Iti Financial Management
Iti Financial Management (CRD# 152658) is a financial advisory firm headquartered in Springfield, MO. They manage $77,000,000 in 222 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management77MILLION
Total Number of Accounts222ACCOUNTS
Average Account Value$346,847
- 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.