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KENNEDY INVESTMENT GROUP

WEST DEPTFORD, NJ · CRD 322605 · IAPD ↗ · 856-853-0400

$633.2MRegulatory AUM
5Advisory reps
12Employees
0Clients
0Planning clients
0Private funds
16States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
February 2025 — KENNEDY INVESTMENT GROUP crossed $500M in regulatory AUM ($468.7M -> $545.4M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.