Kenneth Posco
Investment Management Trust · Fitchburg, Massachusetts
Kenneth Posco is a fee-only financial advisor at Investment Management Trust in Fitchburg, Massachusetts, who holds the CFP credential. Investment Management Trust reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Investment Management Trust |
|---|---|
| Based in | Fitchburg, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $123.5M across 305 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MA · CRD 1334397 |
| Exams passed | Series 63 (1985) · Series 65 (1996) |
| Firm size | 1 employee |
| Disclosures | None reported |
How Kenneth's firm compares
- Investment Management Trust's average account is about $405,000, from its Form ADV (assets managed divided by 305 accounts).
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Questions about Kenneth
Is Kenneth Posco a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kenneth holds no broker registration, and Investment Management Trust reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Kenneth charge for financial advice?
Kenneth's firm, Investment Management Trust, reports charging a percentage of assets on its SEC Form ADV.
Where is Kenneth Posco based?
Kenneth Posco is based in Fitchburg, Massachusetts.
What credentials does Kenneth Posco hold?
Kenneth Posco holds the CFP credential.
Is Kenneth Posco registered with the SEC?
Yes. Kenneth Posco is registered as an investment adviser representative in MA (CRD 1334397), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Investment Management Trust manage?
Investment Management Trust reports $123.5M across 305 accounts in assets under management.
How do I contact Kenneth Posco?
Contact details aren't on file yet. Search for Investment Management Trust.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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