Overview
Assets Under Management: $363 million
Headquarters: KELLER, TX
High-Net-Worth Clients: 109
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Educational Seminars
Clients
Number of High-Net-Worth Clients: 109
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 88.32
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 658
Discretionary Accounts: 654
Non-Discretionary Accounts: 4
Regulatory Filings
CRD Number: 147615
Last Filing Date: 2025-01-16 00:00:00
Website: https://keenerfinancial.com