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| Kennedy Investment Group Inc
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| CRD # | 322605 |
| SEC # | 801-126404 |
| CIK # | 0001978005, 0001675715 |
| AUM | $545.4 M (2025-01-31) |
| Employees | 10 (50% Investors, 0% Brokers) |
| Phone | 856-853-0400 |
| Address | 196 Delaware Street West Deptford, NJ 08086 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001978005 0001675715 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| First Trust High Yield Opportunities 2027 Term Fund | 17.2 | ||
| Broadcom Inc | 14.9 | ||
| Apple Inc | 14.7 | ||
| Amazon Com Inc | 14.2 | ||
| Nvidia Corp | 9.6 | ||
| Mastercard Inc | 6.0 | ||
| Abrdn Income Credit Strategies Fund | 4.8 | ||
| United Rentals Inc /DE | 4.5 | ||
| Procter & Gamble Co | 3.6 | ||
| Alphabet Inc | 3.2 | ||
| Microsoft Corp | 3.1 | ||
| Facebook Inc | 3.1 | ||
| Nuveen Amt-Free Municipal Credit Income Fund | 2.9 | ||
| AbbVie Inc | 2.8 | ||
| Bank of America Corp /DE/ | 2.5 | ||
| Micron Technology Inc | 2.4 | ||
| GS Acquisition Holdings Corp | 2.4 | ||
| Lilly Eli & Co | 2.2 | ||
| Invesco Trust for Investment Grade Municipals | 1.9 | ||
| Public Service Enterprise Group Inc | 1.9 | ||
| Costco Wholesale Corp /NEW | 1.8 | ||
| CrowdStrike Holdings Inc | 1.8 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 864 | 269.6 |
| (b) Individuals (high net worth individuals) | 117 | 273.2 |
| (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 | 5 | 2.5 |
| (n) Other | 0 | 0.0 |
| Total | 2,519 | 545.4 |
| By Discretionary | ||
| Discretionary | 2,519 | 545.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,519 | 545.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 545.4 | |
| Total | 2,519 | 545.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| D | [0001675715] | |
| 13F-HR | [0001978005] |
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|---|---|---|
|
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0.5 | |
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Butensky & Cohen Financial Security Inc
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FL | 0.5 |
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Safe Harbor Family Capital LLC
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Whitegate Investment Counselors Inc
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Providence Financial Advisors LLC
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Lafise Global Advisors LLC
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Firethorn Wealth Partners LLC
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