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Building 2WALTER KEENAN WEALTH MANAGEMENT

Map pinSOUTH BEND, IN
Phone574-287-5977
NotebookSEC #801-22367
Total AUM
$983.3M
Employees
7
Clients
158

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
202 S. MICHIGAN ST.
SUITE 910
SOUTH BEND
IN 46601
United States
Operating Hours
9 - 5
Monday - Friday
Phone
574-287-5977

ReceiptFinancials

Total AUM
$983.3M
Accounts
479
Discretionary
$835.8M
Accounts
457
Non-Discretionary
$147.5M
Accounts
22

ContactClients

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Individual Clients
50
AUM
$17.3M
HNW Individual Clients
94
AUM
$610.3M
Charitable Organization Clients
10
AUM
$262.7M
Corporation or Business Clients
4
AUM
$93M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLGAINMINYTX

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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