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Joshua Allan Kennon

KENNON-GREEN & COMPANY, LLC·NEWPORT BEACH, California
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520 NEWPORT CENTER DRIVE, NEWPORT BEACH, CA 92660-7037CRD# 6686246Firm CRD# 284713
01

About

Joshua Allan Kennon is a registered financial advisor based in NEWPORT BEACH, California, affiliated with KENNON-GREEN & COMPANY, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
03

Firm Overview

Firm
KENNON-GREEN & COMPANY, LLC
KENNON-GREEN & CO.
AUM
$130M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at KENNON-GREEN & COMPANY, LLC →
Services
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 6686246
Firm CRD# 284713
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Joshua Allan Kennon offer?
Joshua Allan Kennon specializes in Investment Management, Wealth Management. Contact their office in NEWPORT BEACH, California for a consultation.
What are Joshua Allan Kennon's credentials?
Joshua Allan Kennon is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Joshua Allan Kennon located?
Joshua Allan Kennon is based in NEWPORT BEACH, California, working with KENNON-GREEN & COMPANY, LLC. Their office serves clients in the NEWPORT BEACH metropolitan area and surrounding communities.
How does Joshua Allan Kennon charge for services?
Joshua Allan Kennon's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is KENNON-GREEN & COMPANY, LLC?
KENNON-GREEN & COMPANY, LLC has approximately 4 employees and manages $130M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
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