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- Custodian
- Charles Schwab & Company · Prudential · Royal Bank
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-30-2023
- Office Locations
- 2
Office Locations
About THE Commonwealth Group LLC
The Commonwealth Group, LLC is a registered investment advisor providing investment management and strategic financial guidance. The firm emphasizes a straightforward, transparent, no-commission approach that aligns its compensation with clients’ outcomes. It also offers financial planning and retirement/insurance planning services, and maintains resource links for Charles Schwab Alliance and Royal Bank of Canada.
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JOHN PATRICK BYRNE
Chief Compliance Officer, Managing Partner, Owner
- CRD
- #2366324
- Ownership
- 50% but less than 75%
RICHARD LOUIS KESNER
Chief Executive Officer, Owner
- CRD
- #1979030
- Ownership
- 50% but less than 75%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $8,580,906 | -- |
| Non-Discretionary | $0 | -- |
| Total | $8,580,906 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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