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
1 Pomperaug Office Park, Suite 307, Southbury, CT 06488
https://twitter.com/bunger_greg
By the Numbers
  • Total Assets Under Management
    196
    MILLION
  • Total Number of Accounts
    359
    ACCOUNTS
  • 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
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.
Showing 1 - 2 of 2 top financial advisors.
1
Gregory Bunger, financial advisor Southbury CT
Gregory J. Bunger
CRD#: 5248132
1 Pomperaug Office Park, Suite 307, Southbury, CT 06488

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, financial advisor Southbury CT
Kevin A. Kennedy
CRD#: 2891568
1 Pomperaug Office Park, Suite 307, Southbury, CT 06488

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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