Kennedy Associates Real Estate Counsel Inc is a large advisory firm based in Seattle. It manages $7.9 billion of regulatory assets for 14 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Washington.
Kennedy Associates Real Estate Counsel provides portfolio management for pooled investment vehicles and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Kennedy Associates Real Estate Counsel Inc is $7.9 billion. The firm's AUM has grown by 66% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Kennedy Associates Real Estate Counsel Inc for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Kennedy Associates Real Estate Counsel Inc performs its advisory services is located at 2400 Financial Center, Seattle, WA 98161, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 206-623-4739 or by fax 206-682-4769. The normal business hours are 8:00 am -5:00 pm on Monday - Friday. You can find more information about the New York firm at kennedyusa.com.