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Building 2KELLER FINANCIAL GROUP

Map pinCAMP HILL, PA
Phone717-516-0700
NotebookSEC #801-128879
Total AUM
$135.3M
Employees
2
Clients
89

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3815 MARKET STREET
CAMP HILL
PA 17011
United States
Operating Hours
BY APPOINTMENT ONLY
BY APPOINTMENT ONLY
Phone
717-516-0700
Other Offices
1

ReceiptFinancials

Total AUM
$135.3M
Accounts
89
Discretionary
$130.9M
Accounts
73
Non-Discretionary
$4.4M
Accounts
16

ContactClients

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Individual Clients
60
AUM
$15.8M
HNW Individual Clients
24
AUM
$116.5M
Pension/Profit Sharing Plan Clients
2
AUM
$2.1M
Charitable Organization Clients
3
AUM
$912.9K

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
AZPA

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

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