Greg Howard Kenney
Advisor at Kenney Investments Inc — Northfield, IL
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.
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.
Credentials
Series 65
Experience Industry experience
5 years
Location
Northfield, IL 60093
Kenney Investments Inc
Supported
Total advisors
2Clients per advisor
17 LowAvg AUM per client
$9,899,143 Very HighHNW client ratio
94% Very HighGreg Kenney is a financial advisor at Kenney Investments Inc. with over four years of industry experience and holds a Series 65 credential. He has been with Kenney Investments Inc. since 1989, spanning more than three decades at the firm. Kenney Investments Inc. manages portfolios for high-net-worth individuals, charitable foundations, corporations, and retirement plans, overseeing approximately $332 million in assets across a small client base. The firm employs a long-term, fundamentally driven investment approach with a focus on large-cap equities, high-quality fixed income, and diversified international exposure, tailoring portfolios to individual risk parameters and conducting quarterly reviews.
Based on Kenney Investments Inc
Flat quarterly fee may be imposed instead of percentage fee under certain circumstances
$0+: 0.75% per annum (typical account) $0+: 1% per annum for accounts involving a buy/write covered call program
Account minimum: $1.3 million Minimum fee: Minimum quarterly fee of $2,500
Northfield, IL
One Northfield Plaza, Ste 505
Northfield IL 60093
Advisors at this office
2
Illinois
5 years of industry experience
Kenney Investments, Inc.
2021 - Present • 5 years
Northfield, IL
Kenney Investments, Inc.
1989 - 2021 • 32 years
Northfield, IL
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