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Thomas Evrard Leritz

Kennedy Capital Management

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About Thomas Evrard Leritz

Thomas Evrard Leritz is a registered investment advisor representative in Missouri and Texas. Thomas works for Kennedy Capital Management where they provide financial planning, portfolio management and other services for corporations, individuals, investment companies, pooled investment vehicles, and other entities. Thomas is a Chartered Financial Analyst (CFA).

Firm Information

Thomas Leritz is currently registered with Kennedy Capital Management. Kennedy Capital Management is an investment advisor headquartered in ST LOUIS, MO. The firm manages assets for a variety of clients, including high-net-worth individuals, investment companies, charitable organizations, and pooled investment vehicles. Kennedy Capital Management also provides portfolio management services for businesses and individuals. The firm has approximately $4.8 billion in regulatory assets under management.
Kennedy Capital Management

10829 OLIVE BLVD

ST LOUIS, MO 63141-7739

$4.77B

Assets Under Management

Not reported

Total Clients

17

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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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Thomas Leritz’s Registration & Firm History

MO

01/02/2014 - Present

Kennedy Capital Management (ST LOUIS MO)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Thomas Evrard Leritz.
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