Overview
Assets Under Management: $322 million
Headquarters: PHOENIX, AZ
High-Net-Worth Clients: 60
Average Client Assets: $5.0 million
Frequently Asked Questions
KEATSCONNELLY is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #148884), KEATSCONNELLY is subject to fiduciary duty under federal law.
KEATSCONNELLY is headquartered in PHOENIX, AZ.
KEATSCONNELLY serves 60 high-net-worth clients according to their SEC filing dated August 20, 2018. View client details ↓
According to their SEC Form ADV, KEATSCONNELLY offers financial planning, portfolio management for individuals, and educational seminars and workshops. View all service details ↓
KEATSCONNELLY manages $322 million in client assets according to their SEC filing dated August 20, 2018.
According to their SEC Form ADV, KEATSCONNELLY serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Educational Seminars
Clients
Number of High-Net-Worth Clients: 60
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 93.64%
Average Client Assets: $5.0 million
Total Client Accounts: 365
Discretionary Accounts: 315
Non-Discretionary Accounts: 50
Regulatory Filings
CRD Number: 148884
Filing ID: 1235611
Last Filing Date: 2018-08-20 13:18:00