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Building 2KEATING INVESTMENT COUNSELORS INC

Map pinDELRAY BEACH, FL
Phone561-278-7862
NotebookSEC #801-19820
Total AUM
$383.1M
Employees
3
Clients
157

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
101 SE 6TH AVE
SUITE G
DELRAY BEACH
FL 33483
United States
Operating Hours
9:00AM - 5:00 PM
Monday - Friday
Phone
561-278-7862
Other Offices
1

ReceiptFinancials

Total AUM
$383.1M
Accounts
366
Discretionary
$378.1M
Accounts
364
Non-Discretionary
$5M
Accounts
2

ContactClients

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Individual Clients
65
AUM
$12.2M
HNW Individual Clients
85
AUM
$246.3M
Investment Company Clients
1
AUM
$96.9M
Pension/Profit Sharing Plan Clients
2
AUM
$19.2M
Charitable Organization Clients
3
AUM
$8.4M
Corporation or Business Clients
1
AUM
$114.3K

Briefcase businessServices

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Services Offered
Company Portfolio ManagementIndividual Portfolio ManagementOther Services
Other Services
HOURLY CONSULTING SERVICES
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Cause of Denial/SuspensionOther Regulator Denial/Suspension/RevocationOther Regulator Order (Past 10 Years)Other Regulator Violation Finding
State Registrations
CACOFLILLANCNENHNYTX

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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