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WALTER KEENAN WEALTH MANAGEMENT
202 S. Michigan St.
Suite 910
South Bend, Indiana 46601
Tel: 574-287-5977
About WALTER KEENAN WEALTH MANAGEMENT
WALTER KEENAN WEALTH MANAGEMENT, formally registered with the SEC as WALTER KEENAN WEALTH MANAGEMENT. The firm was established in 10/19/1984. They have over 1 offices throughout the country.
WALTER KEENAN WEALTH MANAGEMENT is a South Bend, Indiana based Financial Planning firm with nearly $767,071,979 assets under management, offering retirement planning & investment advisory services to 383 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 104838 |
| SEC# | 801-22367 |
| Assets Managed by Firm | $767,071,979 |
| No. of Clients | 383 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 383 | $767,071,979 |
| Individuals (other than high net worth individuals) | 29 | $16,505,183 |
| High net worth individuals | 89 | $480,426,986 |
| Charitable organizations | 7 | $184,027,511 |
| Corporations or other businesses | 5 | $86,112,299 |
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