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Building 2KEELER THOMAS INC

Map pinOREM, UT
Phone801-226-0800
NotebookSEC #801-36738
Total AUM
$80.5M
Employees
8
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1327 SOUTH 800 EAST
SUITE 100
OREM
UT 84097
United States
Operating Hours
8:00AM TO 5:00PM
Monday - Friday
Phone
801-226-0800

ReceiptFinancials

Total AUM
$80.5M
Accounts
382
Discretionary
$59.6M
Accounts
283
Non-Discretionary
$20.9M
Accounts
99

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
1) WEALTH MANAGEMENT 2) PORTFOLIO MONITORING AND REVIEW
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CATXUT

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

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