$215.5M Total AUM
$206.3M Disc. AUM
-- 3Y CAGR
4 Employees
136 ADV. Clients
11 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- FoundationUnison
- Established Date
- 09-05-2014
- Office Locations
- 1
Office Locations
1 Pomperaug Office Park Suite 307 Southbury CT
About Kennedy Wealth & TAX Management, LLC
Kennedy Wealth & Tax Management is an independent advisory firm providing wealth management, financial planning, and retirement planning for individuals and families, tailoring strategies to clients’ goals with an emphasis on unbiased, long-term guidance. Portfolios may incorporate diversified public funds including mutual funds, ETFs, and fixed income, and the firm reports custody through Charles Schwab & Co.
Team overview
55 AVG AGE
$215.5M AVG AUM / ADVISOR
$1.6M AVG AUM / CLIENT
11.9 yrs AVG TENURE
4 Employees
1 Advisory Reps
1 RIA Reps
11yrs Firm Age
Insights
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Asset Classes
Insight glacier Quantum
Client Personas
Frontier signal
Custodian
Ridge Delta Legacy element Legacy Momentum horizon Eagle
Investment Themes
Quantum Pathway capital Timber Pioneer
Investment Vehicles
Harbor Signal
Platform
Ridge
Services
Quantum Wave Harbor Vector harbor Crest meridian Pioneer ridge Pioneer Catalyst Fusion bridge Optima radial
Technology
Beacon Prime
Owner & Executives
KEVIN ANDREW KENNEDY
Chief Compliance Officer, Financial Advisor, General Partner, Managing Member
- CRD
- #2891568
- Ownership
- 75% or more
(989) 209-7211
focus.summit@peakcapital.com
in linkedin.com/in/element-atlas
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $206,262,057 | $572,950 |
| Non-Discretionary | $9,236,277 | $1,847,255 |
| Total | $215,498,334 | $590,406 |
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Separately Managed Accounts
Total SMA Asset: $215,498,334
Public Funds:
10.5% Cash:
45.0% U.S. Government/Agency:
30.3% Equity - Exchange:
14.2% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $48,686,284 | 10.5% |
| Cash | $208,655,503 | 45.0% |
| U.S. Government/Agency | $140,494,705 | 30.3% |
| Equity - Exchange | $65,842,403 | 14.2% |
| Total | $463,678,895 | 100.0% |