Kennedy Wealth Management

Finance · California, United States · 1-10 Employees

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Overview

Headquarters

23901 Calabasas Rd, Calabasas, Californi...

Phone Number

(818) 224-4177

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
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ZI Rank
1
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1
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About Kennedy Wealth Management

Founded in 1994, Kennedy Wealth Management specializes in the retiree wealth transfer and preservation market and the small business pension planning market. They also specialize in helping design and implement a customized retirement plan. The company is located in Calabasas, California.Explore more
Kennedy Wealth Management's Social MediaPopular SearchesKennedy Wealth ManagementKennedy Wealth Management LLCKennedy Financial & Insurance Services IncKennedy Wealth Management - LLCKennedy Wealth Management IncSIC Code 62,628NAICS Code 52,523Show more

Kennedy Wealth Management Org Chart

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CB
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Manager, Event Branding & Marketing

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Kennedy Wealth Management

<$5M
1-10
Private
-
1994
CB
Calvin BrownleeManager, Event Branding & Marketing
<$5M
11-50
Private
-
2010
JS
Jared SteinChief of Staff
<$5M
1-10
Private
-
2008
DA
Dustin AiguierCertified Financial Planner
<$5M
1-10
Private
-
2017
NI
Natalie IrizarryDirector of Impressions
<$5M
1-10
Private
-
2011
N/A
<$5M
1-10
Private
-
2006
VP
Veronica PineLead Client Intake Administrator
<$5M
1-10
Private
-
1989
JL
Jeff LassiterSales Professional
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Kennedy Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Kennedy Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Kennedy Wealth Management.

Kennedy Wealth Management Tech Stack

A closer look at the technologies used by Kennedy Wealth Management

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Frequently Asked Questions Regarding Kennedy Wealth Management

What is Kennedy Wealth Management's official website?
Kennedy Wealth Management's official website is www.kennedywealthmgmt.com
What is Kennedy Wealth Management's Revenue?
Kennedy Wealth Management's revenue is <$5 Million
What is Kennedy Wealth Management's SIC code?
Kennedy Wealth Management's SIC: 62,628
What is Kennedy Wealth Management's NAICS code?
Kennedy Wealth Management's NAICS: 52,523
How many employees does Kennedy Wealth Management have?
Kennedy Wealth Management has 1-10 employees
What industry does Kennedy Wealth Management belong to?
Kennedy Wealth Management is in the industry of: Finance, Securities Trading
What is Kennedy Wealth Management competition?
Kennedy Wealth Management top competitors include: Copper Canyon Wealth Management, Rogers Financial Group, SMART Tax Free Retirement, Strategy Financial Group
What technology does Kennedy Wealth Management use?
Some of the popular technologies that Kennedy Wealth Management uses are: WordPress.org, reCAPTCHA, PHP, Cloudflare CDN
How do I contact Kennedy Wealth Management?
Kennedy Wealth Management contact info: Phone number: (818) 224-4177 Website: www.kennedywealthmgmt.com
What does Kennedy Wealth Management do?

Founded in 1994, Kennedy Wealth Management specializes in the retiree wealth transfer and preservation market and the small business pension planning market. They also specialize in helping design and implement a customized retirement plan. The company is located in Calabasas, California.... Read More

What are Kennedy Wealth Management social media links?
Kennedy Wealth Management Linkedin page Kennedy Wealth Management Twitter page Kennedy Wealth Management Facebook page
Is Kennedy Wealth Management a public company?
Kennedy Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about Kennedy Wealth Management

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