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Building 2KEATS CONNELLY AND ASSOCIATES INC.

Map pinPHOENIX, AZ
Phone602-955-5007
NotebookSEC #801-37742
Total AUM
$6M
Employees
31
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3336 NORTH 32ND STREET
SUITE 100
PHOENIX
AZ 85018-6241
United States
Operating Hours
7:00 AM - 5:00 PM
Monday - Friday
Phone
602-955-5007

ReceiptFinancials

Total AUM
$6M
Accounts
7
Discretionary
$6M
Accounts
7
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementMarket TimingPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly Fee

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAFLMIWA

HandshakeAffiliates

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

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