KENNEDY WEALTH AND TAX MANAGEMENT, INC.
CRD #172394 SEC #801-112886 SOUTHBURY, CT (203) 264-1200
SEC Registered
Total AUM
$191.8M
Discretionary
$180.5M
Employees
3
Clients
0
Accounts
362
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2025 | $191.8M | $180.5M | $11.4M | 3 | 0 |
| Mar 2024 | $195.9M | $185.7M | $10.1M | 4 | 3 |
| Sep 2023 | $168.1M | $157.6M | $10.5M | 4 | 2 |
| Mar 2023 | $168.1M | $157.6M | $10.5M | 4 | 2 |
| Mar 2022 | $193.2M | $180.8M | $12.4M | 4 | 1 |
| Jul 2021 | $144.7M | $137.6M | $7.2M | 4 | 2 |
| Mar 2021 | $144.7M | $137.6M | $7.2M | 4 | 2 |
| Nov 2020 | $120.1M | $112M | $8.1M | 4 | 1 |
| Sep 2020 | $120.1M | $112M | $8.1M | 4 | 1 |
| May 2020 | $120.1M | $112M | $8.1M | 4 | 1 |
| Mar 2020 | $120.1M | $112M | $8.1M | 4 | 1 |
| Mar 2019 | $98.5M | $91.6M | $6.9M | 4 | 1 |
| Sep 2018 | $103.2M | $96M | $7.2M | 4 | 0 |
| Jun 2018 | $103.2M | $96M | $7.2M | 4 | 0 |
| Mar 2018 | $103.2M | $96M | $7.2M | 4 | 0 |
| Feb 2015 | $66.4M | $60.6M | $5.8M | 2 | 0 |
| Jan 2015 | $66.4M | $60.6M | $5.8M | 2 | 0 |
| Jan 2015 | $66.4M | $60.6M | $5.8M | 2 | 0 |
| Jan 2015 | $66.4M | $60.6M | $5.8M | 2 | 0 |
| Sep 2014 | $0 | $0 | $0 | 2 | 0 |
| Aug 2014 | $0 | $0 | $0 | 2 | 0 |
| Aug 2014 | $0 | $0 | $0 | 2 | 0 |
DateJan 2025
Total AUM$191.8M
Discretionary$180.5M
Non-Disc.$11.4M
Employees3
Clients0
DateMar 2024
Total AUM$195.9M
Discretionary$185.7M
Non-Disc.$10.1M
Employees4
Clients3
DateSep 2023
Total AUM$168.1M
Discretionary$157.6M
Non-Disc.$10.5M
Employees4
Clients2
DateMar 2023
Total AUM$168.1M
Discretionary$157.6M
Non-Disc.$10.5M
Employees4
Clients2
DateMar 2022
Total AUM$193.2M
Discretionary$180.8M
Non-Disc.$12.4M
Employees4
Clients1
DateJul 2021
Total AUM$144.7M
Discretionary$137.6M
Non-Disc.$7.2M
Employees4
Clients2
DateMar 2021
Total AUM$144.7M
Discretionary$137.6M
Non-Disc.$7.2M
Employees4
Clients2
DateNov 2020
Total AUM$120.1M
Discretionary$112M
Non-Disc.$8.1M
Employees4
Clients1
DateSep 2020
Total AUM$120.1M
Discretionary$112M
Non-Disc.$8.1M
Employees4
Clients1
DateMay 2020
Total AUM$120.1M
Discretionary$112M
Non-Disc.$8.1M
Employees4
Clients1
DateMar 2020
Total AUM$120.1M
Discretionary$112M
Non-Disc.$8.1M
Employees4
Clients1
DateMar 2019
Total AUM$98.5M
Discretionary$91.6M
Non-Disc.$6.9M
Employees4
Clients1
DateSep 2018
Total AUM$103.2M
Discretionary$96M
Non-Disc.$7.2M
Employees4
Clients0
DateJun 2018
Total AUM$103.2M
Discretionary$96M
Non-Disc.$7.2M
Employees4
Clients0
DateMar 2018
Total AUM$103.2M
Discretionary$96M
Non-Disc.$7.2M
Employees4
Clients0
DateFeb 2015
Total AUM$66.4M
Discretionary$60.6M
Non-Disc.$5.8M
Employees2
Clients0
DateJan 2015
Total AUM$66.4M
Discretionary$60.6M
Non-Disc.$5.8M
Employees2
Clients0
DateJan 2015
Total AUM$66.4M
Discretionary$60.6M
Non-Disc.$5.8M
Employees2
Clients0
DateJan 2015
Total AUM$66.4M
Discretionary$60.6M
Non-Disc.$5.8M
Employees2
Clients0
DateSep 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateAug 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateAug 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0