Kenney Wealth Planning & Management
Firm details
- Headquarters
- ,
- CRD number
- 326449
- Website
- www.kenneywealth.com
- Custodians
- INTERACTIVE BROKERS LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI79.88%
- Individuals20.12%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Kenney Wealth Planning & Management is an independent, individual-owned RIA organized as an LLC that focuses on financial planning and portfolio management for individuals and small businesses. The firm charges fees by percentage of assets under management and also offers hourly and fixed-fee engagements. Its advisory work centers on individualized planning and discretionary portfolio management rather than institutional or pension consulting. The firm reports it is not an active ESG investor and is not classified as a capital allocator.
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 Funds87%
- Cash & Cash Equivalents12%
- US Government Bonds1%
Contacts
1 of 1
Eric Kenney
PresidentCRD 7723510
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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