Kathleen Kennedy is not listed as a control person, but directly owns between 10% and 25% of MFG Investments.
MFG Investments is an investment adviser based in Medford, NJ, registered with the SEC since 2025. It provides financial planning and investment management. Its clients include individual clients and high-net-worth individuals. Its regulatory assets under management total $146 million, as filed on 21 April 2026. Its fees, ownership and offices are on the firm’s profile.
- CRD
- 6472106
- Firm
- MFG Investments · CRD 125122
- Role
- Admin/Owner
- In role since
- January 2003 · 23 years
- Control person
- Not listed
- Direct ownership
- 10% to 25%
- Firm headquarters
- Medford, NJ
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
Where does Kathleen Kennedy work?
Kathleen Kennedy has been Admin/Owner of MFG Investments, LLC since January 2003.
How can I verify Kathleen Kennedy’s record?
Kathleen Kennedy’s role is listed on MFG Investments, LLC’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 125122.
