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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 12-04-2013
- Office Locations
- 1
Office Locations
About ITI Financial Management
ITI Financial Management is a Springfield, MO investment advisory firm providing financial planning and portfolio construction/asset management, including insurance planning. The firm emphasizes diversified asset-allocation portfolios implemented primarily with public funds (mutual funds) and some ETFs and U.S. government/agency exposure. It publishes regular newsletters and market reviews, and works with custodians including Charles Schwab.
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Owner & Executives
TROY EUGENE KENNEDY
Chief Compliance Officer, Investment Advisor, PRINCIPAL
- CRD
- #5744613
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $94,000,000 | -- |
| Non-Discretionary | $2,000,000 | -- |
| Total | $96,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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