Robert Van Bergen

CFA

Kennedy Capital Management

4 Years of Experience

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

Get directions

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.

Employment History

Current Registrations

Kennedy Capital Management

June 2021 - Present · 4 yrs 8 mos

State Registrations2 states

MOTX

Advisor

Exams

No exam information available for this advisor.