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Amelia St John Kennedy

2 Years of Experience
Broker
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
37 advisors
Number of Clients
244 clients
Average Client Portfolio
$114.4M average
Assets Under Management
$27.9B

Fee Structure

Minimum Investment:$1M
Financial Planning:Investment management only
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Location

505 S Wakara Way, 3rd Floor, Salt Lake City, UT, 84108

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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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Other Business Activities

Amelia works as a VP Institutional at Wasatch Global Investors LP, focusing on investment management and marketing to institutional investors. This activity takes nearly all of Amelia's time.

Employment History
Current Registrations
Alps Distributors, INC.Broker
July 2025 - Present · 7 mos
Wasatch Advisors LP
September 2023 - Present · 2 yrs 5 mos
State Registrations1 state
UT
Advisor
Exams
No exam information available for this advisor.