$300.0M Total AUM
$300.0M Disc. AUM
12.3% 3Y CAGR
3 Employees
741 ADV. Clients
7 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 04-22-2019
- Office Locations
- 1
Office Locations
1 South School Avenue Penthouse Suite Sarasota FL
About Kennon Financial
Kennon Financial is a registered investment advisor focused on helping Baby Boomer retirees spend confidently in retirement. The firm provides financial and investment planning and portfolio construction, commonly using diversified vehicles like ETFs and mutual funds. It promotes a “Spend More, Worry Less” retirement approach and offers a free consultation; founder David R. Kennon authored a book on the topic. Custody includes Charles Schwab.
Team overview
46 AVG AGE
$300.0M AVG AUM / ADVISOR
$404.9K AVG AUM / CLIENT
7.2 yrs AVG TENURE
3 Employees
1 Advisory Reps
1 RIA Reps
7yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Accredited Investors
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Fund Managers
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
No owner records available.
Showing 0 of 0 owners & executives
Unlock allContacts
DAVID ROBERT KENNON
Chief Executive Officer, Founder
- CRD
- #4459476
Available
Available
Available
Showing 1 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $300,000,008 | $262,927 |
| Non-Discretionary | $0 | -- |
| Total | $300,000,008 | $262,927 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Other:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Other | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
Continue browsing