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Building 2KEENAN FINANCIAL

Map pinBOSTON, MA
Phone(978) 270-1193
NotebookSEC #801-129000
Total AUM
$202.5M
Employees
27
Clients
751

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7 BULFINCH PLACE
SUITE 302
BOSTON
MA 02114
United States
Operating Hours
9:00 AM - 6:00 PM
Monday - Friday
Phone
(978) 270-1193

ReceiptFinancials

Total AUM
$202.5M
Accounts
1,924
Discretionary
$202.5M
Accounts
1,924
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
708
AUM
$122.1M
HNW Individual Clients
43
AUM
$80.4M

Briefcase businessServices

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

Shield checkCompliance

Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation Finding
State Registrations
ALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSNCNENHNJNMNVNYOHORPARISCTNTXUTVAVTWAWIWV

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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