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Building 2KEATING WEALTH MANAGEMENT, LLC

Map pinDENVER, CO
Phone(720) 408-5250
NotebookSEC #801-123156
Total AUM
$202.7M
Employees
1
Clients
43

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4600 S SYRACUSE ST
SUITE 900
DENVER
CO 80237
United States
Operating Hours
8:00AM-5:00PM
MONDAY - THURSDAY
Phone
(720) 408-5250

ReceiptFinancials

Total AUM
$202.7M
Accounts
179
Discretionary
$202.7M
Accounts
179
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
6
AUM
$4M
HNW Individual Clients
36
AUM
$195.9M
Pension/Profit Sharing Plan Clients
1
AUM
$2.8M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CONVTX

HandshakeAffiliates

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

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