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KENNEDY INVESTMENT GROUP

KENNEDY INVESTMENT GROUP, INC.

CRD 322605 · SEC 801-126404

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196 DELAWARE STREET, WEST DEPTFORD, NJ, 08086, United States

Phone

856-853-0400

Fax

856-853-2747

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$633.2M

Discretionary AUM

$633.2M

Team

12 total employees; 5 advisory reps

Clients

0

Fees

Percentage of AUM; Fixed fees

Org form

Corporation

Filing date

2026-02-06

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Selection of other advisers

Client types

TypeClientsAUM
Individuals916$322.9M
High net worth individuals120$308.2M

States served

AZ, CA, DE, DC, LA, MD, MA, NJ, NY, NC, PA, SC, VA, TX, NH, FL

All web addresses on file

Official SEC filing: View on IAPD