KEELEY-TETON ADVISORS, LLC

141 West Jackson Blvd
Suite 2150
Chicago, Illinois 60604
Tel: (312) 786-5000

About KEELEY-TETON ADVISORS, LLC

KEELEY-TETON ADVISORS, LLC, formally registered with the SEC as KEELEY-TETON ADVISORS, LLC. The firm was established in 01/09/2017. They have over 1 offices throughout the country.

KEELEY-TETON ADVISORS, LLC is a Chicago, Illinois based Financial Planning firm with nearly $888,821,167 assets under management, offering retirement planning & investment advisory services to 454 clients. The firm is staffed with 21 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	286297
SEC#	801-108880
Assets Managed by Firm	$888,821,167
No. of Clients	454
No. of Advisors	21

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	454	$888,821,167
Individuals (other than high net worth individuals)	71	$8,030,152
High net worth individuals	356	$230,728,944
Pension and profit sharing plans	7	$59,376,131
Charitable organizations	6	$18,873,895
Corporations or other businesses	9	$59,443,182

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