R
$27.0M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
21 ADV. Clients
21 yrs Firm Age
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- Custodian
- Vanguard
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-13-2005
- Office Locations
- 1
Office Locations
-- Littleton MA
About RED Kennedy Financial
Red Kennedy Financial is a Boston-area, fee-only, advice-only financial planning practice led by Robert “Red” Holzbach, CFP®, serving individuals, families, and small businesses nationwide. Provides comprehensive planning focused on aligning goals, taxes, retirement, estate and insurance needs, with portfolios primarily implemented using ETFs and cash. Listed with FeeOnlyNetwork and the Garrett Planning Network; uses Vanguard.
Team overview
-- AVG AGE
$27.0M AVG AUM / ADVISOR
$1.3M AVG AUM / CLIENT
20.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
21yrs Firm Age
Insights
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Asset Classes
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Custodian
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Investment Themes
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Investment Vehicles
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Services
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Technology
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Owner & Executives
R
ROBERT WILLIAM HOLZBACH
Director, PRINCIPAL
- CRD
- #4726566
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $27,000,000 | -- |
| Total | $27,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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