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Building 2KEENEY FINANCIAL GROUP INC.

Map pinCOLUMBIA, MD
Phone410-730-7933
NotebookSEC #801-106762
Total AUM
$385.6M
Employees
10
Clients
508

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6811 BENJAMIN FRANKLIN DRIVE
SUITE 100
COLUMBIA
MD 21046
United States
Operating Hours
8:30 AM - 4:30 PM
Monday - Friday
Phone
410-730-7933

ReceiptFinancials

Total AUM
$385.6M
Accounts
1,179
Discretionary
$385.6M
Accounts
1,179
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
230
AUM
$59.4M
HNW Individual Clients
271
AUM
$320.6M
Pension/Profit Sharing Plan Clients
2
AUM
$4.1M
Charitable Organization Clients
2
AUM
$256.2K
Corporation or Business Clients
3
AUM
$1.2M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CADEFLMDNCNYPATXVA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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