Overview
Assets Under Management: $386 million
Headquarters: COLUMBIA, MD
High-Net-Worth Clients: 271
Average Client Assets: $1.2 million
Frequently Asked Questions
KEENEY FINANCIAL GROUP INC. 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 #281333), KEENEY FINANCIAL GROUP INC. is subject to fiduciary duty under federal law.
KEENEY FINANCIAL GROUP INC. is headquartered in COLUMBIA, MD.
KEENEY FINANCIAL GROUP INC. serves 271 high-net-worth clients according to their SEC filing dated January 30, 2024. View client details ↓
According to their SEC Form ADV, KEENEY FINANCIAL GROUP INC. offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
KEENEY FINANCIAL GROUP INC. manages $386 million in client assets according to their SEC filing dated January 30, 2024.
According to their SEC Form ADV, KEENEY FINANCIAL GROUP INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 271
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 83.15%
Average Client Assets: $1.2 million
Total Client Accounts: 1,179
Discretionary Accounts: 1,179
Regulatory Filings
CRD Number: 281333
Filing ID: 1820210
Last Filing Date: 2024-01-30 14:05:00