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Kevin Kenny

Advisor at 3Edge Asset Management, LP

Updated today
3Edge Asset Management, LP logo

Firm

3Edge Asset Management, LP

Location

Nesquehoning, PA

Credentials

Series 63, Series 65, Series 66

Industry experience

19 years

About

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.

Client services

Based on 3Edge Asset Management, LP

Financial planning Portfolio management
Provide investment models to unaffiliated advisors

Expertise

Based on 3Edge Asset Management, LP

ESG / Sustainable investing Passive / index investing Options & derivatives strategies

Fee options

Fixed

0.80% annual flat fee for non-discretionary investment advisory services based on assets in financial plan

Percentage

$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

Other

Account minimum: $500,000

Location

Nesquehoning, PA

Most active in

Pennsylvania

Work history

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)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Warmer team member

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