SEC CRD #801-112886
KENNEDY WEALTH & TAX MANAGEMENT, LLCCRD#: 172394 1 POMPERAUG OFFICE PARK SUITE 307. SOUTHBURY, CT 06488. 0. Disclosures. 23. Years of Experience. 4. Firms. 2014 was another significant year as we launched Kennedy Wealth and Tax Management, LLC, a Registered Investment Advisory firm, affording us significant ... A Registered Investment Advisory firm that provides wealth and tax management services to individuals and families with complex planning needs.
KEVIN A. KENNEDY
CHIEF COMPLIANCE OFFICER
📞 (203) 264-1200
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AUM
$216M
Location
SOUTHBURY, CT
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