K
CRD: 120184
Kenneth A. Dery & Associates
Willoughby, OH, 44094
4409466510
$35.0M Total AUM
$35.0M Disc. AUM
-- 3Y CAGR
3 Employees
22 ADV. Clients
27 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-01-1999
- Office Locations
- 1
Office Locations
4145 Erie Street Willoughby OH
About Kenneth A. Dery & Associates
Kenneth A. Dery & Associates is a Willoughby-based RIA. The firm has been operating for 27 years. Managing $35.0M in total assets under management, with 1 advisory representatives. Services offered include Financial Planning, Insurance, Life Insurance.
Team overview
-- AVG AGE
$35.0M AVG AUM / ADVISOR
$1.6M AVG AUM / CLIENT
26.9 yrs AVG TENURE
3 Employees
1 Advisory Reps
1 RIA Reps
27yrs Firm Age
Insights
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Asset Classes
Pioneer
Investment Themes
Legacy insight
Services
Frontier eagle Focus pathway Horizon
Owner & Executives
K
KENNETH ALLEN DERY MR.
Associate, Chief Compliance Officer, President
- CRD
- #4534805
- Ownership
- 75% or more
(760) 446-6995
unison.vertex@insightcapital.com
in linkedin.com/in/unison-prime
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $34,950,488 | -- |
| Non-Discretionary | $0 | -- |
| Total | $34,950,488 | -- |
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Separately Managed Accounts
Total SMA Asset: $34,950,488
Equity - Exchange:
19.5% Public Funds:
37.7% Cash:
16.4% Corporate - Investment Grade:
26.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $152,993,813 | 19.5% |
| Public Funds | $295,788,038 | 37.7% |
| Cash | $128,671,719 | 16.4% |
| Corporate - Investment Grade | $207,130,085 | 26.4% |
| Total | $784,583,655 | 100.0% |