Kennedy Investment Group, Inc.
● SEC registered since 2022CRD 322605SEC# 801-126404West Deptford, NJ
Reg. AUM
$633.2M
Employees
12
Accounts
2,641
Location
West Deptford, NJ
Kennedy Investment Group, Inc. assets under management
Kennedy Investment Group, Inc. is an investment advisory firm registered with the SEC based in West Deptford, NJ. The firm has been registered since 2022. It reports $633.2 million in regulatory assets under management and employs 12 people.
Kennedy Investment Group, Inc. owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Eugene T Donato | Chief Compliance Officer | Under 5% | 2022 |
| Henry J. Schroeder Control | President | Under 5% | 2024 |
| John William Kennedy Control | Ceo | Over 75% | 2022 |
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Join to unlock · $37/moFrequently asked questions
How much does Kennedy Investment Group, Inc. manage?
Kennedy Investment Group, Inc. reports $633.2 million in regulatory assets under management on its Form ADV.
How many employees does Kennedy Investment Group, Inc. have?
Kennedy Investment Group, Inc. reports 12 employees.
Where is Kennedy Investment Group, Inc. located?
Kennedy Investment Group, Inc. is based in West Deptford, NJ and has been SEC-registered since 2022.
Does Kennedy Investment Group, Inc. disclose fund performance?
Kennedy Investment Group, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 196 Delaware Street, West Deptford, NJ 08086 |
| Phone | 856-853-0400 |
| Fax | 856-853-2747 |
| Office hours | 9:00a.m. - 5:00p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$633.2M▲ 16%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 42%
Larger than 58% of 16,271 advisers
EmployeesTop 35%
More than 65% of 16,825 advisers
Assets under management
$633.2Mregulatory AUM
Discretionary $633.2M