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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 filings submitted to the SEC

ADV Part 1ADV Part 2ADV Part 3ADV-W
ADV Part 3 is a Client Relationship Summary (Form CRS) – a short form, plain-english description of advisory services for investment clients.

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