KENNEDY WEALTH AND TAX MANAGEMENT, INC.

SOUTHBURY, Connecticut·2 registered advisors·CRD# 172394
SEC# 801-1128860(203) 264-1200
01

Firm Overview

AUM
$196M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at KENNEDY WEALTH AND TAX MANAGEMENT, INC.

2 registered advisors
Gregory J Bunger
SOUTHBURY, Connecticut
Kevin Andrew Kennedy
SOUTHBURY, Connecticut
05

Office Locations

SOUTHBURY, Connecticut
2 advisors

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Data sourced from SEC Form ADV filings. KENNEDY WEALTH AND TAX MANAGEMENT, INC. (CRD# 172394) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.