Red Kennedy Financial

RIASEC Registered
Total AUM
$27M
Discretionary
$0
0% of AUM
Avg account
$3.9M
Accounts
7
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
135276
Fee structure
Hourly Charges, Fixed Fees, Other
Client types
  • Individuals100%
Services
Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Red Kennedy Financial operates as an independent registered investment advisor, primarily serving individuals and families. The firm is structured as a sole proprietorship and is owned by an individual. Red Kennedy Financial focuses on providing a range of advisory services, including financial planning, portfolio management for individuals and small businesses, and pension consulting. The firm does not engage in capital allocation or operate as a multi-state adviser, which indicates a more localized approach to client service.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 95%, Cash & Cash Equivalents 5%95%
  • Exchange Traded Equities95%
  • Cash & Cash Equivalents5%

Contacts

1 of 1
  • Robert Holzbach

    Robert Holzbach

    FounderCRD 4726566

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth