Updated:
Kennedy Wealth & Tax Management LLC
KENNEDY WEALTH & TAX MANAGEMENT, LLC is an SEC-registered investment adviser in SOUTHBURY, CT, registered since 2018. The firm manages $215 million in...
Overview
KENNEDY WEALTH & TAX MANAGEMENT, LLC is an SEC-registered investment adviser in SOUTHBURY, CT, registered since 2018. The firm manages $215 million in assets, with $206 million on a discretionary basis. It has 4 employees and 1 investment adviser.
General information
Firm type
Multi Family Office
Frequently asked questions
Who runs investment decisions at Kennedy Wealth & Tax Management?
Public records do not name a specific CIO or lead portfolio manager. As a registered investment advisor, the firm is required to designate an investment committee or principal with oversight authority on Form ADV, but that filing is not publicly accessible via this research. Without a website or LinkedIn profile, the leadership structure remains opaque.
Profile maintained by Altss. Updated: . To correct this record or make a privacy request, send the page URL and your evidence to privacy@altss.com; corrections are free.
Research Kennedy Wealth & Tax Management LLC in Altss
Explore available research and relationship coverage for this adviser in Altss.