Kennedy Investment Group
Kennedy Investment Group is an SEC-registered mass-market adviser in West Deptford, NJ with $633.2M assets under management (AUM, regulatory AUM), +16% over one year. See who owns Kennedy Investment Group: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 322605, SEC 801-126404, data through 2026-02-06.
- AUM (assets under management / regulatory AUM)
- $633.2M (2026-02-06)
- Firm type
- Mass-Market Adviser
- Location
- West Deptford, NJ
- Employees
- 12
- Clients
- 1,036
- CRD
- 322605
- Ownership
- Donato, Eugene, T; KENNEDY, JOHN, WILLIAM; DONATO, EUGENE, T; HERING, KEITH, ROBERT; SCHROEDER, HENRY, J.
How much AUM does Kennedy Investment Group have?
Kennedy Investment Group reported $633.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-06).
Who owns Kennedy Investment Group?
Disclosed owners and executives of Kennedy Investment Group include Donato, Eugene, T, KENNEDY, JOHN, WILLIAM, DONATO, EUGENE, T, HERING, KEITH, ROBERT, SCHROEDER, HENRY, J.. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.