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KENNETH A. DERY & ASSOCIATES
KENNETH A. DERY & ASSOCIATES, INC.
CRD 120184
4145 ERIE STREET, WILLOUGHBY, OH, 44094, United States
Phone
440-946-6510
Fax
440-946-7110
Registration
— (—)
Source
State registered
Total AUM
$35.0M
Discretionary AUM
$35.0M
Team
3 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-02-05
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 3 | $800K |
| High net worth individuals | 19 | $34.2M |
Official SEC filing: View on IAPD