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Harrison Michael Kennard

STONEPATH WEALTH MANAGEMENT LLC·TRAVERSE CITY, Michigan
Unclaimed Profile
134 W STATE ST, TRAVERSE CITY, MI 49684CRD# 5427175Firm CRD# 328977
01

About

Harrison Michael Kennard is a registered financial advisor based in TRAVERSE CITY, Michigan, affiliated with STONEPATH WEALTH MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
SPWM ADVISORS LLC
STONEPATH WEALTH MANAGEMENT
AUM
$178M
Regulatory assets under management
Employees
11
Total firm employees
View all advisors at SPWM ADVISORS LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: CONSULTING FEES
Regulatory
SEC/IARD CRD# 5427175
Firm CRD# 328977
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Harrison Michael Kennard offer?
Harrison Michael Kennard specializes in Financial Planning, Investment Management. Contact their office in TRAVERSE CITY, Michigan for a consultation.
What are Harrison Michael Kennard's credentials?
Harrison Michael Kennard is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Harrison Michael Kennard located?
Harrison Michael Kennard is based in TRAVERSE CITY, Michigan, working with STONEPATH WEALTH MANAGEMENT LLC. Their office serves clients in the TRAVERSE CITY metropolitan area and surrounding communities.
How does Harrison Michael Kennard charge for services?
Harrison Michael Kennard's firm is compensated through percentage of aum, hourly charges, subscription fees, other: consulting fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is STONEPATH WEALTH MANAGEMENT LLC?
STONEPATH WEALTH MANAGEMENT LLC has approximately 11 employees and manages $178M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Michigan
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City Guides
GRAND RAPIDS GuideBLOOMFIELD HILLS GuideSOUTHFIELD GuideANN ARBOR GuideBIRMINGHAM Guide
Research
Advisor Fees in MichiganNational Fee Analysis
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