Red Kennedy Financial
RIAState Registered
Total AUM
$27M
Discretionary
$0
0% of AUM
Avg account
$3.9M
Accounts
7
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 135276
- Website
- www.redkennedyfinancial.com
- Fee structure
- Hourly Charges, Fixed Fees, Other
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Red Kennedy Financial operates as an independent registered investment advisor, primarily serving individuals and families. The firm is structured as a sole proprietorship and is owned by an individual. Red Kennedy Financial focuses on providing a range of advisory services, including financial planning, portfolio management for individuals and small businesses, and pension consulting. The firm does not engage in capital allocation or operate as a multi-state adviser, which indicates a more localized approach to client service.
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
- Exchange Traded Equities95%
- Cash & Cash Equivalents5%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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