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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Kennedy Wealth and Tax Management Inc
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|---|---|
| CRD # | 172394 |
| SEC # | 801-112886 |
| CIK # | |
| AUM | $191.8 M (2025-01-21) |
| Employees | 3 (33% Investors, 0% Brokers) |
| Phone | 203-264-1200 |
| Address | 1 Pomperaug Office Park Southbury, CT 06488 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 71 | 28.0 |
| (b) Individuals (high net worth individuals) | 60 | 156.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 6.7 |
| (h) Charitable organizations | 0 | 1.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 362 | 191.8 |
| By Discretionary | ||
| Discretionary | 353 | 180.5 |
| Non-Discretionary | 9 | 11.4 |
| Total | 362 | 191.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 191.8 | |
| Total | 362 | 191.8 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Whalen Wealth Management Inc
✚
|
NV | 0.2 |
|
Sterling Investment Advisors LLC
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MO | 0.2 |
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GK Wealth Management LLC
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NV | 0.2 |
|
Valley Brook Capital Group Inc
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PA | 0.2 |
|
Hardworking Capital Advisors LLC
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CA | 0.2 |
|
Kinwell LLC
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|
SC | 0.2 |
|
Jericho Financial LLP
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|
OH | 0.2 |
|
Keystone Wealth Advisors Incorporated
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|
MN | 0.2 |
|
Ward & Associates
✚
|
CA | 0.2 |
|
Harbour Wealth Management Group Inc
✚
|
SC | 0.2 |