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Building 2KEEN CAPITAL, LTD

Map pinCHAPIN, SC
Phone803-941-4444
NotebookSEC #801-123128
Total AUM
$179.7M
Employees
12
Clients
115

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
510 LEXINGTON AVENUE
SUITE 101
CHAPIN
SC 29036
United States
Operating Hours
9:00 AM - 4:00 PM
Monday - Friday
Phone
803-941-4444
Other Offices
4

ReceiptFinancials

Total AUM
$179.7M
Accounts
352
Discretionary
$177.6M
Accounts
344
Non-Discretionary
$2.1M
Accounts
8

ContactClients

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Individual Clients
48
AUM
$10.3M
HNW Individual Clients
48
AUM
$136.3M
Pension/Profit Sharing Plan Clients
17
AUM
$28.5M
Charitable Organization Clients
1
AUM
$4.4M
Corporation or Business Clients
1
AUM
$63.6K

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNCSCTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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