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KELLER WEALTH ADVISORS
VICTORIA, TX
361-573-4383
SEC #801-55234Total AUM
$923.1M
Employees
10Clients
556Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
101 SOUTH MAIN ST. SUITE 300
VICTORIA
TX 77901-8142
United States
VICTORIA
TX 77901-8142
United States
Operating Hours
8 A.M. - 5 P.M. MONDAY - THURSDAY; 8 A.M.-12 P.M. FRIDAY
Monday - Friday
Monday - Friday
Phone
361-573-4383
Financials
Total AUM
$923.1M
Accounts
1,328Discretionary
$905.1M
Accounts
1,151Non-Discretionary
$18M
Accounts
177
Clients
Individual Clients
392AUM
$114.9M
HNW Individual Clients
151AUM
$764.6M
Pension/Profit Sharing Plan Clients
4AUM
$7.3M
Charitable Organization Clients
7AUM
$35.5M
Corporation or Business Clients
2AUM
$707.2K
Services
Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPublications
Compensation Types
Charges Fixed FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
COFLTX
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.