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- Custodian
- Comerica Bank · Interactive Brokers
- Clients
- Retail
- Platforms
- Available
- Established Date
- 02-20-2019
- Office Locations
- 1
Office Locations
About Kennedy Investment Counsel LLC
Kennedy Investment Counsel is an independent RIA serving taxable individuals and their foundations/charities. Built from a fiduciary, trust-company background, the firm designs long-term, tax-aware portfolios focused on deferring gains, emphasizing dividends, and keeping costs low—tailored to each client rather than model portfolios. Coordinates with clients’ tax, estate, and insurance professionals. Custodied at Interactive Brokers.
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Investment Themes
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Owner & Executives
Peter Willem Kennedy
Chief Compliance Officer, Chief Executive Officer, Managing Member
- CRD
- #7068333
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $11,600,800 | -- |
| Non-Discretionary | $0 | -- |
| Total | $11,600,800 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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