Kevin Kenny
Advisor at 3Edge Asset Management, LP
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at 3Edge Asset Management, LP
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
3Edge Asset Management, LP
Location
Nesquehoning, PA
Credentials
Series 63, Series 65, Series 66
Industry experience
19 years
Kevin Kenny is a financial advisor at 3Edge Asset Management, LP with 19 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked previously at Northern Lights Distributors, LLC and Toews Corporation. He is also registered with Vigilant Distributors, LLC, an unaffiliated broker-dealer. 3Edge Asset Management serves a range of clients including individuals, high-net-worth clients, family offices, endowments, foundations, private retirement plans, and corporations. The firm employs a global, multi-asset, top-down allocation approach, primarily implementing strategies through index ETFs and offering ESG-focused investment options.
Based on 3Edge Asset Management, LP
Based on 3Edge Asset Management, LP
0.80% annual flat fee for non-discretionary investment advisory services based on assets in financial plan
$0 - $1,000,000: 0.80% annually $1,000,000 - $5,000,000: 0.70% annually $5,000,000 - $50,000,000: 0.60% annually $50,000,000+: 0.50% annually
Account minimum: $500,000
Nesquehoning, PA
Pennsylvania
Vigilant Distributors, LLC
2024 - Present (2 years)
3Edge Asset Management, LP
2024 - Present (2 years)
Northern Lights Distributors, LLC
2015 - 2024 (9 years)
Toews Corporation
2015 - 2024 (9 years)
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Is not active or affiliated with:
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