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Kennedy Investment Group

Headquartered in WEST DEPTFORD, NJ

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Firm Information

Kennedy Investment Group is a financial advisor located in WEST DEPTFORD, NJ. They have 5 licensed agents and 5 investment adviser representatives and manage $545,415,103 in assets. They offer financial planning, portfolio management for individuals, and selection of other advisors services to high-net-worth individuals, corporations or other businesses, and individuals other than high-net-worth.

Kennedy Investment Group

196 DELAWARE STREET

WEST DEPTFORD, NJ 08086

$545.42M

Assets Under Management

Not reported

Total Clients

5

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (2)

KENNEDY INVESTMENT GROUP has a total of 2 branch locations across the country.
location

WEST DEPTFORD, NJ

location

Holicong, PA

Advisors at Kennedy Investment Group

View All 5 Advisors
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John William Kennedy

CFP®, RA

WEST DEPTFORD, NJ

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James Francis Messner

CFA®, RA

WEST DEPTFORD, NJ

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Henry J. Schroeder

CFP®, RA

WEST DEPTFORD, NJ

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Alexa Comey

RA

WEST DEPTFORD, NJ

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Unclaimed
Keith Robert Hering

RA

WEST DEPTFORD, NJ

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Disclosures

There are no public disclosures for Kennedy Investment Group.

Frequently Asked Questions (9)

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