KEEL POINT, LLC

100 Church Street
Suite 500
Huntsville, Alabama 35801
Tel: 256-704-5111

About KEEL POINT, LLC

KEEL POINT, LLC, formally registered with the SEC as KEEL POINT, LLC. The firm was established in 08/01/2003. They have over 10 offices throughout the country.

KEEL POINT, LLC is a Huntsville, Alabama based Financial Planning firm with nearly $2,549,034,075 assets under management, offering retirement planning & investment advisory services to 4850 clients. The firm is staffed with 83 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	127902
SEC#	801-62249
Assets Managed by Firm	$2,549,034,075
No. of Clients	4850
No. of Advisors	83

Fee Structure

A Percentage of AUM
Hourly charges
Fixed Fees
Performance Based

Advisory Services Provided

Financial Planning
Portfolio Management for Individuals
Portfolio Management for pooled Investment
Portfolio Management for Business
Selection of Other Advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	4850	$2,549,034,075
Individuals (other than high net worth individuals)	722	$191,305,155
High net worth individuals	613	$1,688,372,998
Pension and profit sharing plans	8	$8,536,639
Charitable organizations	7	$218,606,673
Corporations or other businesses	38	$307,884,616

Inquire with KEEL POINT, LLC

More Retirement Planning firms in Huntsville, Alabama:

Firm Name	Assets Under Management	Total Clients	Total Advisors
HIGHLAND ASSOCIATES INC 2545 Highland Avenue South, Suite 200 Birmingham, AL, 35205	$25,621,167,078	70	20
REGIONS INVESTMENT MANAGEMENT, INC. 1900 5th Avenue North, Sixth Floor Birmingham, AL, 35203-2618	$15,576,353,344	2	29
HARBERT FUND ADVISORS, INC. 2100 Third Avenue North Ste 600 Birmingham, AL, 35203	$8,104,824,585	57	165
VULCAN VALUE PARTNERS LLC Three Protective Center, 2801 Highway 280 South, Ste 300 Birmingham, AL, 35223	$8,102,484,548	476	55
ARLINGTON PARTNERS LLC The John Hand Building, 2000 Morris Avenue, Suite 1300 Birmingham, AL, 35203	$6,097,070,330	978	39

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