KENNEDY WEALTH & TAX MANAGEMENT, LLC of SOUTHBURY, CT is an SEC-registered investment adviser (CRD 172394). Regulatory assets under management: $215.5M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pensions, Charities.
| Name | Role | Location |
|---|---|---|
| Kevin Andrew Kennedy | MANAGING MEMBER & CCO | — |
| KENNEDY KEVIN ANDREW | MANAGING MEMBER; OWNER | — |
| BUNGER GREGORY J | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER AND OWNER; OWNER AND CHIEF COMPLIANCE OFFICER | — |