KEENAN FINANCIAL

11 Beacon St
13th Floor
Boston, Massachusetts 02108
Tel: (978) 270-1193

About KEENAN FINANCIAL

KEENAN FINANCIAL, formally registered with the SEC as KEENAN FINANCIAL. The firm was established in 11/02/2023. They have over 1 offices throughout the country.

KEENAN FINANCIAL is a Boston, Massachusetts based Financial Planning firm with nearly $102,705,869 assets under management, offering retirement planning & investment advisory services to 1096 clients. The firm is staffed with 11 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	285673
SEC#	801-129000
Assets Managed by Firm	$102,705,869
No. of Clients	1096
No. of Advisors	11

Fee Structure

A percentage of AUM
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	1096	$102,705,869
Individuals (other than high net worth individuals)	411	$53,891,006
High net worth individuals	36	$48,814,863

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