TrueAdvisor
TrueAdvisor
TL
CFA
TL
CFA

Thomas Evrard Leritz

Kennedy Capital Management
19 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Kennedy Capital Management
Compensation
Fee-Only (AUM)
Firm Size
14 advisors
Number of Clients
206 clients
Average Client Portfolio
$23.7M average
Assets Under Management
$4.9B

Fee Structure

Financial Planning:Investment management only

Location

10829 Olive Blvd, St Louis, MO, 63141-7739

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Kennedy Capital Management
September 2009 - Present · 16 yrs 5 mos
Previous Registrations
Argent Capital Management LLC
July 2004 - March 2008 · 3 yrs 8 mos
State Registrations2 states
MOTX
Advisor
Exams
No exam information available for this advisor.