K
$328.5M Total AUM
$301.6M Disc. AUM
8.2% 3Y CAGR
2 Employees
68 ADV. Clients
36 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Merrill Lynch
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 11-17-1989
- Office Locations
- 1
Office Locations
ONE Northfield Plaza, STE 505 Northfield IL
About Kenney Investments INC
Kenney Investments INC is a Northfield-based RIA. The firm has been operating for 36 years. Managing $328.5M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company and Merrill Lynch.
Team overview
-- AVG AGE
$164.2M AVG AUM / ADVISOR
$4.8M AVG AUM / CLIENT
3.3 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
36yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
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Investment Themes
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Investment Vehicles
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Owner & Executives
G
GREG HOWARD KENNEY
Chief Compliance Officer, Investment Advisor
- CRD
- #4344410
- Ownership
- 50% but less than 75%
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BRIAN ROBERT KENNEY
Chief Investment Officer
- CRD
- #4344405
- Ownership
- 25% but less than 50%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $301,602,736 | $10,053,425 |
| Non-Discretionary | $26,895,457 | $6,723,864 |
| Total | $328,498,193 | $9,661,712 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available U.S. Government/Agency:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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