Kennedy Investment Group
Firm details
- Headquarters
- West Deptford, New Jersey
- CRD number
- 322605
- Registered since
- November 10, 2022
- Website
- kennedyinvestmentgroup.com
- Custodians
- RAYMOND JAMES & ASSOCIATES, INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals50.99%
- HNWI48.68%
- Corporations / Businesses0.34%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Kennedy Investment Group is an independent registered investment adviser, organized as a corporation and SEC-registered in 2022. The firm is owned by an individual and focuses on serving individual and family clients with financial planning, portfolio management for individuals and small businesses, and the selection of external managers. Its fee model combines AUM-based fees with fixed fees. Kennedy identifies itself as a capital allocator and uses third-party managers as part of its solution set. The firm does not flag itself as an active ESG investor, is not identified as a multi-state adviser, and does not provide pension consulting.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds52%
- Exchange Traded Equities46%
- Non-Exchange Traded Equities1%
- Cash & Cash Equivalents1%
Owners & executives
2 of 2
John Kennedy
Founder & CEOCRD 2453669
Eugene Donato
Chief Compliance OfficerCRD 4930813
Contacts
3 of 4
Keith Hering
Managing DirectorCRD 1496018
Henry Schroeder
PresidentCRD 4980239
Alexa Comey
Senior PlannerCRD 7196987
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 54Active vs passive
$94.8M in ETFs
45%
$42.6M
54%
$52.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF (JEPQ) | JP Morgan | Active | Derivative Income | $9.6M | 156,378 | 10.14% |
Location
West Deptford, NJ
Gloucester
Location
West Deptford, NJ
Headquartered in West Deptford, NJ, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- Gloucester
- Address
- 196 Delaware St
- Time zone
- ET (UTC-5)
- Office locations
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