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KEEL WEALTH MANAGEMENT, LLC
Investment Advice
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$557.1M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 100.1M |
| Non-Discretionary | 457.0M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 285682 |
| SEC Number | 801-108599 |
| Phone | 512-368-4666 |
| Fax | 512-367-5659 |
| Total Employees | 1 |
Client Count by Type (33 Total)
| Category | Value |
|---|---|
| High Net Worth Individual… | 15 |
| Individuals (other than H… | 10 |
| Corporations/Businesses | 7 |
| Charitable Organizations | 1 |
County data not available for this organization.