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Building 2KEENER FINANCIAL PLANNING

Map pinKELLER, TX
Phone817-993-0401
NotebookSEC #801-115127
Total AUM
$479M
Employees
12
Clients
197

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1692 KELLER PARKWAY
KELLER
TX 76248
United States
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
817-993-0401
Other Offices
1

ReceiptFinancials

Total AUM
$479M
Accounts
767
Discretionary
$478.6M
Accounts
763
Non-Discretionary
$438.7K
Accounts
4

ContactClients

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Individual Clients
49
AUM
$30.1M
HNW Individual Clients
144
AUM
$433.4M
Corporation or Business Clients
4
AUM
$15.5M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly Fee

Shield checkCompliance

Disclosures

None reported

State Registrations
ARAZCAFLGAIDILLANCNHNYOKPATNTXVA

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

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