Active
KENNEDY WEALTH & TAX MANAGEMENT, LLC
Investment Advice|SOUTHBURY, CT
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$191.8M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 180.5M |
| Non-Discretionary | 11.4M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 172394 |
| SEC Number | 801-112886 |
| Street Address | 1 POMPERAUG OFFICE PARK |
| Street Address 2 | SUITE 307 |
| Location | SOUTHBURY, CT 06488 |
| Country | United States |
| Phone | (203) 264-1200 |
| Fax | 203-264-3888 |
| Total Employees | 3 |
Client Count by Type (131 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 71 |
| High Net Worth Individual… | 60 |
Community Partners
CITY OF ANSONIA
CITY OF DERBY
CITY OF MERIDEN
CITY OF NEW HAVEN
CITY OF WATERBURY
CITY OF WEST HAVEN
DELOISE RENOVATIONS LLC
HAMER ABATEMENT SERVICES LLC
HA OF TOWN OF SEYMOUR
NORTH BRANFORD HIGH SCHOOL PROJECT GRADUATION INC
TOWN GREEN SPECIAL SVC
TOWN OF NORTH BRANFORD POLICE DEPARTMENT
TOWN OF NORTH HAVEN
TOWN OF SEYMOUR CT
TOWN OF SOUTHBURY
TOWN OF WOLCOTT TOWN HALL
CITY OF ANSONIA
CITY OF DERBY
CITY OF MERIDEN
CITY OF NEW HAVEN
CITY OF WATERBURY
CITY OF WEST HAVEN
DELOISE RENOVATIONS LLC
HAMER ABATEMENT SERVICES LLC
HA OF TOWN OF SEYMOUR
NORTH BRANFORD HIGH SCHOOL PROJECT GRADUATION INC
TOWN GREEN SPECIAL SVC
TOWN OF NORTH BRANFORD POLICE DEPARTMENT
TOWN OF NORTH HAVEN
TOWN OF SEYMOUR CT
TOWN OF SOUTHBURY
TOWN OF WOLCOTT TOWN HALL
CITY OF ANSONIA
CITY OF DERBY
CITY OF MERIDEN
CITY OF NEW HAVEN
CITY OF WATERBURY
CITY OF WEST HAVEN
DELOISE RENOVATIONS LLC
HAMER ABATEMENT SERVICES LLC
HA OF TOWN OF SEYMOUR
NORTH BRANFORD HIGH SCHOOL PROJECT GRADUATION INC
TOWN GREEN SPECIAL SVC
TOWN OF NORTH BRANFORD POLICE DEPARTMENT
TOWN OF NORTH HAVEN
TOWN OF SEYMOUR CT
TOWN OF SOUTHBURY
TOWN OF WOLCOTT TOWN HALL
Municipal Government
16 Active
16
Organizations
CHESHIRE HOUSING AUTHORITY INC
CHESPROCOTT HEALTH DISTRICT
HOUSATONIC VALLEY HEALTH DISTRICT
HOUSING AUTHORITY OF THE CITY OF MERIDEN
MILFORD TRANSIT DISTRICT
NAUGATUCK VALLEY COUNCIL OF GOVERNMENTS
NAUGATUCK VALLEY HEALTH DISTRICT
QUINNIPIACK VALLEY HEALTH DISTRICT
SOUTH CENTRAL CONNECTICUT REGIONAL WATER AUTHORITY
TOWN OF GUILFORD PARKS RECREATION & SENIORS DEPARTMENT
TWEED NEW HAVEN AIRPORT AUTHORITY
WATERBURY HOUSING AUTHORITY INC
WEST HAVEN HOUSING AUTHORITY
WEST SHORE FIRE DISTRICT
CHESHIRE HOUSING AUTHORITY INC
CHESPROCOTT HEALTH DISTRICT
HOUSATONIC VALLEY HEALTH DISTRICT
HOUSING AUTHORITY OF THE CITY OF MERIDEN
MILFORD TRANSIT DISTRICT
NAUGATUCK VALLEY COUNCIL OF GOVERNMENTS
NAUGATUCK VALLEY HEALTH DISTRICT
QUINNIPIACK VALLEY HEALTH DISTRICT
SOUTH CENTRAL CONNECTICUT REGIONAL WATER AUTHORITY
TOWN OF GUILFORD PARKS RECREATION & SENIORS DEPARTMENT
TWEED NEW HAVEN AIRPORT AUTHORITY
WATERBURY HOUSING AUTHORITY INC
WEST HAVEN HOUSING AUTHORITY
WEST SHORE FIRE DISTRICT
CHESHIRE HOUSING AUTHORITY INC
CHESPROCOTT HEALTH DISTRICT
HOUSATONIC VALLEY HEALTH DISTRICT
HOUSING AUTHORITY OF THE CITY OF MERIDEN
MILFORD TRANSIT DISTRICT
NAUGATUCK VALLEY COUNCIL OF GOVERNMENTS
NAUGATUCK VALLEY HEALTH DISTRICT
QUINNIPIACK VALLEY HEALTH DISTRICT
SOUTH CENTRAL CONNECTICUT REGIONAL WATER AUTHORITY
TOWN OF GUILFORD PARKS RECREATION & SENIORS DEPARTMENT
TWEED NEW HAVEN AIRPORT AUTHORITY
WATERBURY HOUSING AUTHORITY INC
WEST HAVEN HOUSING AUTHORITY
WEST SHORE FIRE DISTRICT
Special District
14 Active
14
Organizations
AREA COOPERATIVE EDUCATIONAL SERVICES
GUILFORD PUBLIC SCHOOLS
REGIONAL SCHOOL DISTRICT 16
THE BREED ACADEMY INC
AREA COOPERATIVE EDUCATIONAL SERVICES
GUILFORD PUBLIC SCHOOLS
REGIONAL SCHOOL DISTRICT 16
THE BREED ACADEMY INC
AREA COOPERATIVE EDUCATIONAL SERVICES
GUILFORD PUBLIC SCHOOLS
REGIONAL SCHOOL DISTRICT 16
THE BREED ACADEMY INC
School District
4 Active
4
Organizations
10000 HAWKS INC
102ND INFANTRY REGIMENT MUSEUM INC
12345 KIDS COUNT OF MILFORD INC
130 HOWE STREET INC
1533 STATE STREET INC
165 MAIN STREET, INC.
1947 TOWNSEND STREET INCORPORATED
20 ANSANTAWAE LEA
222-40 UE LOCAL
26 ANGELS FOUNDATION INC
281 NAUGATUCK-POMPERAUG CHAPTER OF TROUT UNLIMITED
3-33 GROUP INC
333 VALLEY STREET AN
35 HIGH STREET HOUSE CORPORATION
360 MANAGEMENT GROUP CO
36 TOWER LANE INC
3C Corporation
3D MUSIC ACADEMY INC
400 JUDYS PLACE
4 BEEZ INTERNATIONAL INC
10000 HAWKS INC
102ND INFANTRY REGIMENT MUSEUM INC
12345 KIDS COUNT OF MILFORD INC
130 HOWE STREET INC
1533 STATE STREET INC
165 MAIN STREET, INC.
1947 TOWNSEND STREET INCORPORATED
20 ANSANTAWAE LEA
222-40 UE LOCAL
26 ANGELS FOUNDATION INC
281 NAUGATUCK-POMPERAUG CHAPTER OF TROUT UNLIMITED
3-33 GROUP INC
333 VALLEY STREET AN
35 HIGH STREET HOUSE CORPORATION
360 MANAGEMENT GROUP CO
36 TOWER LANE INC
3C Corporation
3D MUSIC ACADEMY INC
400 JUDYS PLACE
4 BEEZ INTERNATIONAL INC
10000 HAWKS INC
102ND INFANTRY REGIMENT MUSEUM INC
12345 KIDS COUNT OF MILFORD INC
130 HOWE STREET INC
1533 STATE STREET INC
165 MAIN STREET, INC.
1947 TOWNSEND STREET INCORPORATED
20 ANSANTAWAE LEA
222-40 UE LOCAL
26 ANGELS FOUNDATION INC
281 NAUGATUCK-POMPERAUG CHAPTER OF TROUT UNLIMITED
3-33 GROUP INC
333 VALLEY STREET AN
35 HIGH STREET HOUSE CORPORATION
360 MANAGEMENT GROUP CO
36 TOWER LANE INC
3C Corporation
3D MUSIC ACADEMY INC
400 JUDYS PLACE
4 BEEZ INTERNATIONAL INC
Nonprofit Organization
4117 Active
4117
Organizations
Community Partners84 organizations
CITY OF ANSONIA
Municipal Government·ANSONIA
CITY OF NEW HAVEN
Municipal Government·NEW HAVEN
CITY OF WEST HAVEN
Municipal Government·WEST HAVEN
DELOISE RENOVATIONS LLC
Municipal Government·WEST HAVEN
HAMER ABATEMENT SERVICES LLC
Municipal Government·WEST HAVEN
HA OF TOWN OF SEYMOUR
Municipal Government·SEYMOUR
NORTH BRANFORD HIGH SCHOOL PROJECT GRADUATION INC
Municipal Government·NORTH BRANFORD
TOWN GREEN SPECIAL SVC
Municipal Government·NEW HAVEN
TOWN OF NORTH BRANFORD POLICE DEPARTMENT
Municipal Government·NORTHFORD
TOWN OF NORTH HAVEN
Municipal Government·NORTH HAVEN
TOWN OF SEYMOUR CT
Municipal Government·SEYMOUR
TOWN OF SOUTHBURY
Municipal Government·SOUTHBURY
TOWN OF WOLCOTT TOWN HALL
Municipal Government·WOLCOTT
CHESHIRE HOUSING AUTHORITY INC
Special District·CHESHIRE
CHESPROCOTT HEALTH DISTRICT
Special District·CHESHIRE
HOUSATONIC VALLEY HEALTH DISTRICT
Special District·SOUTHBURY
HOUSING AUTHORITY OF THE CITY OF MERIDEN
Special District·MERIDEN
NAUGATUCK VALLEY COUNCIL OF GOVERNMENTS
Special District·WATERBURY
NAUGATUCK VALLEY HEALTH DISTRICT
Special District·SEYMOUR
QUINNIPIACK VALLEY HEALTH DISTRICT
Special District·NORTH HAVEN
TOWN OF GUILFORD PARKS RECREATION & SENIORS DEPARTMENT
Special District·GUILFORD
TWEED NEW HAVEN AIRPORT AUTHORITY
Special District·NEW HAVEN
WATERBURY HOUSING AUTHORITY INC
Special District·WATERBURY
WEST HAVEN HOUSING AUTHORITY
Special District·WEST HAVEN
WEST SHORE FIRE DISTRICT
Special District·WEST HAVEN
AREA COOPERATIVE EDUCATIONAL SERVICES
School District·NEW HAVEN
THE BREED ACADEMY INC
School District·NEW HAVEN
10000 HAWKS INC
Nonprofit Organization·New Haven
102ND INFANTRY REGIMENT MUSEUM INC
Nonprofit Organization·West Haven
12345 KIDS COUNT OF MILFORD INC
Nonprofit Organization·MILFORD
130 HOWE STREET INC
Nonprofit Organization·NEW HAVEN
1533 STATE STREET INC
Nonprofit Organization·NEW HAVEN
165 MAIN STREET, INC.
Nonprofit Organization·SEYMOUR
1947 TOWNSEND STREET INCORPORATED
Nonprofit Organization·New Haven
20 ANSANTAWAE LEA
Nonprofit Organization·waterbury
222-40 UE LOCAL
Nonprofit Organization·Cheshire
26 ANGELS FOUNDATION INC
Nonprofit Organization·Southbury
281 NAUGATUCK-POMPERAUG CHAPTER OF TROUT UNLIMITED
Nonprofit Organization·MIDDLEBURY
3-33 GROUP INC
Nonprofit Organization·DERBY
333 VALLEY STREET AN
Nonprofit Organization·NEW HAVEN
35 HIGH STREET HOUSE CORPORATION
Nonprofit Organization·NEW HAVEN
360 MANAGEMENT GROUP CO
Nonprofit Organization·NEW HAVEN
36 TOWER LANE INC
Nonprofit Organization·New Haven
3C Corporation
Nonprofit Organization·New Haven
3D MUSIC ACADEMY INC
Nonprofit Organization·WATERBURY
400 JUDYS PLACE
Nonprofit Organization·new haven
4 BEEZ INTERNATIONAL INC
Nonprofit Organization·New Haven
4-CT CORP
Nonprofit Organization·GUILFORD
5C Corporation
Nonprofit Organization·New Haven
5 DEVOTION LEA
Nonprofit Organization·waterbury
698 SOUTH MAIN STREET INC
Nonprofit Organization·WATERBURY
70 AUDUBON STREET ASSOCIATION INC
Nonprofit Organization·NEW HAVEN
78 BOSTON COMPANY
Nonprofit Organization·GUILFORD
ABBOTT FAMILY FOUNDATION INC
Nonprofit Organization·BRANFORD
A BETTER COMMUNITY MATTERS INC
Nonprofit Organization·ANSONIA
A BETTER CONNECTICUT INC
Nonprofit Organization·NEW HAVEN
A BETTER WAY FOUNDATION ABWF INC
Nonprofit Organization·NEW HAVEN
ABILITIES WITHOUT BOUNDARIES INC
Nonprofit Organization·CHESHIRE
ABRAHAMS PROMISE INC
Nonprofit Organization·New Haven
A BROKEN UMBRELLA THEATRE, INC
Nonprofit Organization·NEW HAVEN
ABUNDANT FLOW MINISTRIES
Nonprofit Organization·Meriden
ABUNDANT HARVEST OUTREACH COMMUNITY ENGAGEMENT INC
Nonprofit Organization·NEW HAVEN
ACADEMICS STAND AGAINST PROVERTY INC
Nonprofit Organization·NEW HAVEN
ACES AND ACADEMICS OF NEW HAVEN INC
Nonprofit Organization·New Haven
ACES AT CHASE MAGNET SCHOOL FAMILY-TEACHER ORGANIZATION
Nonprofit Organization·Waterbury
ACES EDUCATION FOUNDATION INC
Nonprofit Organization·NORTH HAVEN
A CHANCE FOR LOVE RESCUE INC
Nonprofit Organization·NORTH HAVEN
ACHIEVEMENT FIRST BRIDGEPORT ACADEMY INC
Nonprofit Organization·NEW HAVEN
ACHIEVEMENT FIRST BROOKLYN CHARTER
Nonprofit Organization·NEW HAVEN
ACHIEVEMENT FIRST HARTFORD ACADEMY
Nonprofit Organization·NEW HAVEN
ACHIEVEMENT FIRST INC
Nonprofit Organization·NEW HAVEN
ACHIEVEMENT FIRST RHODE ISLAND INC
Nonprofit Organization·NEW HAVEN
ACORN FUND
Nonprofit Organization·New Haven
ACTION TOGETHER CONNECTICUT INC
Nonprofit Organization·New Haven
ACT JUSTLY LOVE MERCY FOUNDATION
Nonprofit Organization·MILFORD
ACTS 4 MINISTRY INC
Nonprofit Organization·WATERBURY
ADAMS FAMILY FOUNDATION INC
Nonprofit Organization·EAST HAVEN