Overview
Assets Under Management: $357 million
Headquarters: DELRAY BEACH, FL
High-Net-Worth Clients: 82
Average Client Assets: $3 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Companies
Clients
Number of High-Net-Worth Clients: 82
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 67.18
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 357
Discretionary Accounts: 356
Non-Discretionary Accounts: 1
Regulatory Filings
CRD Number: 110134
Last Filing Date: 2024-12-10 00:00:00
Website: https://keatinginvestment.com