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KEELER THOMAS MANAGEMENT LLC
OREM, UT
801-226-0800
SEC #801-100354Total AUM
$305.5M
Employees
12Clients
134Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
1327 SOUTH 800 EAST
OREM
UT 84097
United States
OREM
UT 84097
United States
Operating Hours
8:00AM TO 5:00PM
Monday - Friday
Monday - Friday
Phone
801-226-0800
Other Offices
1
Financials
Total AUM
$305.5M
Accounts
440Discretionary
$304.6M
Accounts
436Non-Discretionary
$855.5K
Accounts
4
Clients
Individual Clients
76AUM
$49.8M
HNW Individual Clients
56AUM
$253M
Charitable Organization Clients
1AUM
$1.1M
Corporation or Business Clients
1AUM
$1.6M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
1) WEALTH MANAGEMENT 2) PORTFOLIO MONITORING AND REVIEW
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
AZCACOTXUT
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.