|
⚲
|
| Kenney Investments Inc
✚
|
|
|---|---|
| CRD # | 105665 |
| SEC # | 801-35528 |
| CIK # | |
| AUM | $332.1 M (2025-03-28) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 847-441-2642 |
| Address | One Northfield Plaza, Ste 505 Northfield, IL 60093 |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 34 | 330.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 1.8 |
| (n) Other | 0 | 0.0 |
| Total | 35 | 332.1 |
| By Discretionary | ||
| Discretionary | 27 | 268.6 |
| Non-Discretionary | 8 | 63.5 |
| Total | 35 | 332.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 332.1 | |
| Total | 35 | 332.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
MB Generational Wealth LLC
✚
|
WA | 0.3 |
|
Novak & Powell Financial Services Inc
✚
|
FL | 0.3 |
|
BOCA Wealth Advisors LLC
✚
|
FL | 0.3 |
|
REYL Overseas Ltd
✚
|
0.3 | |
|
Sonata Capital Group Inc
✚
|
WA | 0.3 |
|
Dover Advisors LLC
✚
|
0.3 | |
|
T Anton Investment House Inc
✚
|
WI | 0.3 |
|
Olde Wealth Management LLC
✚
|
0.3 | |
|
Cascade Investment Advisors Inc
✚
|
OR | 0.3 |
|
Catalyst Private Wealth LLC
✚
|
CA | 0.3 |