Overview
Assets Under Management: $202 million
Headquarters: BOSTON, MA
High-Net-Worth Clients: 43
Average Client Assets: $1.9 million
Frequently Asked Questions
KEENAN FINANCIAL 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 #285673), KEENAN FINANCIAL is subject to fiduciary duty under federal law.
KEENAN FINANCIAL is headquartered in BOSTON, MA.
KEENAN FINANCIAL serves 43 high-net-worth clients according to their SEC filing dated April 23, 2026. View client details ↓
According to their SEC Form ADV, KEENAN FINANCIAL offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
KEENAN FINANCIAL manages $202 million in client assets according to their SEC filing dated April 23, 2026.
According to their SEC Form ADV, KEENAN FINANCIAL serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 43
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 39.71%
Average Client Assets: $1.9 million
Total Client Accounts: 1,924
Discretionary Accounts: 1,924
Regulatory Filings
CRD Number: 285673
Filing ID: 2094208
Last Filing Date: 2026-04-23 07:17:06