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KEEBECK WEALTH MANAGEMENT LLC
150 N. Riverside Plaza
Suite 1850
Chicago, Illinois 60606
Tel: 312-825-1200
About KEEBECK WEALTH MANAGEMENT LLC
KEEBECK WEALTH MANAGEMENT LLC, formally registered with the SEC as KEEBECK WEALTH MANAGEMENT LLC. The firm was established in 07/06/2018. They have over 2 offices throughout the country.
KEEBECK WEALTH MANAGEMENT LLC is a Chicago, Illinois based Financial Planning firm with nearly $1,623,101,659 assets under management, offering retirement planning & investment advisory services to 814 clients. The firm is staffed with 7 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 297496 |
| SEC# | 801-113573 |
| Assets Managed by Firm | $1,623,101,659 |
| No. of Clients | 814 |
| No. of Advisors | 7 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 814 | $1,623,101,659 |
| Individuals (other than high net worth individuals) | Fewer than 5 clients | $799,307 |
| High net worth individuals | 111 | $1,439,508,558 |
| Pension and profit sharing plans | Fewer than 5 clients | $164,107,110 |
| Charitable organizations | Fewer than 5 clients | $5,933,551 |
| Corporations or other businesses | Fewer than 5 clients | $12,753,133 |
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