Kennedy Investment Group Inc

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Assets, Funds, Holdings

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Kennedy Investment Group Inc
CRD #322605
SEC #801-126404
CIK #0001675715, 0001978005
AUM $468.7 MM (2024-02-15)
Employees 11 (45% Investors, 0% Brokers)
Phone856-853-0400
Address196 Delaware Street
West Deptford, NJ 08086
Source [IAPD] [EDGAR] [Website] [Facebook] [Instagram]
Total AUM ($MM)
50040030020010002009201420192025
Sector Form 13F Holdings Cap ($MM) Value ($MM)
FTHY 528.1 17.3
AAPL 2,382,844.0 15.6
AMZN 1,092,997.8 12.5
AVGO 201,282.9 7.5
NVDA 399,550.0 5.8
MA 309,583.1 4.7
NVG 2,732.2 4.4
GOOG 1,482,566.4 4.0
PG 338,108.9 3.8
URI 17,758.9 3.3
View All
Holdings by Sector ($MM)
200160120804002021202220232025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 778 225.0
(b) Individuals (high net worth individuals) 116 239.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 6 4.7
(n) Other 0 0.0
Total 2,452 468.7
By Discretionary
Discretionary 2,452 468.7
Non-Discretionary 0 0.0
Total 2,452 468.7
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 468.7
Total 2,452 468.7
EDGAR Form CIK 2011 - 2024
D [0001675715]
13F-HR [0001978005]
Comparable Firms State AUM ($BB)
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Cambridge Financial Group LLC
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The Marshall Financial Group LLC
MD 0.5
Financial Strategies Group Inc
MI 0.5
Trinity Capital Investors
MS 0.5
US Asset Management LLC
PA 0.5
Bigelow Investment Advisors LLC
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ABLE Financial Group LLC
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