Kennedy Investment Group
West Deptford, New Jersey
4.4
7 Reviews
Kennedy Investment Group, a reputable investment advisory firm based out of West Deptford, NJ, has been serving clients since its establishment. With a diverse portfolio of over 720 individual clients, they effectively manage assets totaling an impressive $397,445,000. The firm operates from two offices, strategically located to cater to their growing clientele. Renowned for their expertise in employer 401Ks and individual investments, Kennedy Investment Group has cultivated extensive experience in this specialized sector. Notably, they manage all of their assets on a discretionary basis, showcasing their commitment to making inf...
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Assets Under Mgmt

$397.44M

Investment Professionals

4

Locations

1

% 401K & Individual

45%

% Discretionary

100%
Compensation Structure
A percentage of assets under your management
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Selection of other advisers
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