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Patrick Joseph Wolcott

KENNEDY CAPITAL MANAGEMENT LLC·ST LOUIS, Missouri
Unclaimed Profile
10829 OLIVE BLVD, ST LOUIS, MO 63141-7739CRD# 4566864Firm CRD# 105834
01

About

Patrick Joseph Wolcott is a registered financial advisor based in ST LOUIS, Missouri, affiliated with KENNEDY CAPITAL MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Institutional Investors
Pension & Retirement Plans
03

Firm Overview

Firm
KENNEDY CAPITAL MANAGEMENT LLC
KENNEDY CAPITAL MANAGEMENT
AUM
$4.8B
Regulatory assets under management
Employees
47
Total firm employees
View all advisors at KENNEDY CAPITAL MANAGEMENT LLC →
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 4566864
Firm CRD# 105834
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Patrick Joseph Wolcott offer?
Patrick Joseph Wolcott specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in ST LOUIS, Missouri for a consultation.
What are Patrick Joseph Wolcott's credentials?
Patrick Joseph Wolcott is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Patrick Joseph Wolcott located?
Patrick Joseph Wolcott is based in ST LOUIS, Missouri, working with KENNEDY CAPITAL MANAGEMENT LLC. Their office serves clients in the ST LOUIS metropolitan area and surrounding communities.
How does Patrick Joseph Wolcott charge for services?
Patrick Joseph Wolcott's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is KENNEDY CAPITAL MANAGEMENT LLC?
KENNEDY CAPITAL MANAGEMENT LLC has approximately 47 employees and manages $4.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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David Michael Minnick — STIFEL, NICOLAUS & COMPANY, INCORPORATEDStephen Patrick Holmes — SUMMIT STRATEGIES INCDaniel Joseph Holmes — SUMMIT STRATEGIES INCThomas Patrick Pollihan — SUMMIT STRATEGIES INCJohn Glenn Anderson — AHM ASSET MANAGEMENT, LLC
Nearby cities in Missouri
KANSAS CITY (265)CLAYTON (125)SAINT LOUIS (108)CHESTERFIELD (78)SPRINGFIELD (54)
City Guides
KANSAS CITY GuideCLAYTON GuideSAINT LOUIS GuideCHESTERFIELD GuideSPRINGFIELD Guide
Research
Advisor Fees in MissouriNational Fee Analysis
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