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Kennedy Investment Group, Inc.

● SEC registered since 2022CRD 322605SEC# 801-126404West Deptford, NJ
Export (members)
Reg. AUM
$633.2M
Employees
12
Accounts
2,641
Location
West Deptford, NJ

Kennedy Investment Group, Inc. assets under management

Kennedy Investment Group, Inc. is an investment advisory firm registered with the SEC based in West Deptford, NJ. The firm has been registered since 2022. It reports $633.2 million in regulatory assets under management and employs 12 people.

Kennedy Investment Group, Inc. owners & executives

4 reported
NameTitleOwnershipSince
Eugene T DonatoChief Compliance OfficerUnder 5%2022
Henry J. Schroeder ControlPresidentUnder 5%2024
John William Kennedy ControlCeoOver 75%2022
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Frequently asked questions

How much does Kennedy Investment Group, Inc. manage?

Kennedy Investment Group, Inc. reports $633.2 million in regulatory assets under management on its Form ADV.

How many employees does Kennedy Investment Group, Inc. have?

Kennedy Investment Group, Inc. reports 12 employees.

Where is Kennedy Investment Group, Inc. located?

Kennedy Investment Group, Inc. is based in West Deptford, NJ and has been SEC-registered since 2022.

Does Kennedy Investment Group, Inc. disclose fund performance?

Kennedy Investment Group, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address196 Delaware Street, West Deptford, NJ 08086
Phone856-853-0400
Fax856-853-2747
Office hours9:00a.m. - 5:00p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$633.2M
Non-discretionary$0
Total (RAUM)$633.2M