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KELLER FINANCIAL GROUP
3815 Market Street
Camp Hill, Pennsylvania 17011
Tel: 717-516-0700
About KELLER FINANCIAL GROUP
KELLER FINANCIAL GROUP, formally registered with the SEC as KELLER FINANCIAL GROUP. The firm was established in 10/12/2023. They have over 2 offices throughout the country.
KELLER FINANCIAL GROUP is a Camp Hill, Pennsylvania based Financial Planning firm with nearly $106,811,199 assets under management, offering retirement planning & investment advisory services to 57 clients. The firm is staffed with 1 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 328195 |
| SEC# | 801-128879 |
| Assets Managed by Firm | $106,811,199 |
| No. of Clients | 57 |
| No. of Advisors | 1 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 57 | $106,811,199 |
| Individuals (other than high net worth individuals) | 33 | $11,954,491 |
| High net worth individuals | 18 | $90,119,708 |
| Pension and profit sharing plans | Fewer than 5 clients | $4,037,000 |
| Charitable organizations | Fewer than 5 clients | $700,000 |
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|---|---|---|---|
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| $501,645,588,245 | 80 | 101 | |
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