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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amelia? Claim Your ProfileAmelia Kennedy is a registered Investment Advisor Representative at Wasatch Advisors LP. Amelia has been in the industry since January 2014. Amelia is licensed in Utah and has passed the Uniform Investment Adviser Law Examination. Amelia has experience working at ANZ and Wasatch Global Investors. Amelia is a member of the Finance & Investment Committee at CHILDRENS MEDICAL RESEARCH INSTITUTE. Amelia has a demonstrated ability in the following areas: Portfolio Management for Businesses, Portfolio Management for Individuals, Portfolio Management for Investment Companies, and Portfolio Management for Pooled Investment Vehicles.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Provide model portfolio data to clients
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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UT
09/20/2023 - Present
Wasatch Advisors LP (Salt Lake City UT)
IA
Issued 09/19/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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