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Building 2KEIDAN FINANCIAL CONSULTANTS LLC

Map pinCOLUMBUS, OH
Phone614-469-5003
NotebookSEC #801-57002
Total AUM
$574.9M
Employees
3
Clients
185

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
400 SOUTH 5TH STREET
SUITE 100
COLUMBUS
OH 43215
United States
Operating Hours
8:30 A.M. - 5:00 P.M.
Monday - Friday
Phone
614-469-5003

ReceiptFinancials

Total AUM
$574.9M
Accounts
547
Discretionary
$543.8M
Accounts
527
Non-Discretionary
$31.2M
Accounts
20

ContactClients

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Individual Clients
32
AUM
$16.1M
HNW Individual Clients
152
AUM
$552.7M
Pension/Profit Sharing Plan Clients
1
AUM
$6.1M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
COFLNCOH

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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