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Kennedy Investment Group Inc
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CRD # | 322605 |
SEC # | 801-126404 |
CIK # | 0001675715, 0001978005 |
AUM | $468.7 MM (2024-02-15) |
Employees | 11 (45% Investors, 0% Brokers) |
Phone | 856-853-0400 |
Address | 196 Delaware Street West Deptford, NJ 08086 |
Source | [IAPD] [EDGAR] [Website] [Facebook] [Instagram] |
Total AUM ($MM) |
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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 ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
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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 |
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D | [0001675715] | |
13F-HR | [0001978005] |
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---|---|---|
Hyposwiss Advisors Sa
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|
0.5 | |
44 Wealth Management LLC
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OR | 0.5 |
Ogorek Wealth Management LLC
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NY | 0.5 |
Cambridge Financial Group LLC
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AZ | 0.5 |
The Marshall Financial Group LLC
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MD | 0.5 |
Financial Strategies Group Inc
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MI | 0.5 |
Trinity Capital Investors
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MS | 0.5 |
US Asset Management LLC
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|
PA | 0.5 |
Bigelow Investment Advisors LLC
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|
ME | 0.5 |
ABLE Financial Group LLC
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|
AZ | 0.5 |