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Home > Retirement Planners > south carolina > chapin > KEEN CAPITAL, LTD
KEEN CAPITAL, LTD
510 Lexington Avenue
Suite 101
Chapin, South Carolina 29036
Tel: 803-941-4444
About KEEN CAPITAL, LTD
KEEN CAPITAL, LTD, formally registered with the SEC as KEEN CAPITAL, LTD. The firm was established in 01/25/2022. They have over 3 offices throughout the country.
KEEN CAPITAL, LTD is a Chapin, South Carolina based Financial Planning firm with nearly $161,285,066 assets under management, offering retirement planning & investment advisory services to 348 clients. The firm is staffed with 13 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 145023 |
| SEC# | 801-123128 |
| Assets Managed by Firm | $161,285,066 |
| No. of Clients | 348 |
| No. of Advisors | 13 |
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 | 348 | $161,285,066 |
| Individuals (other than high net worth individuals) | 49 | $8,898,092 |
| High net worth individuals | 46 | $126,169,255 |
| Pension and profit sharing plans | 16 | $22,162,593 |
| Charitable organizations | Fewer than 5 clients | $3,835,504 |
| Corporations or other businesses | Fewer than 5 clients | $219,622 |
More Retirement Planning firms in Chapin, South Carolina:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $28,309,013,200 | 61 | 510 | |
| $5,519,652,128 | 15301 | 167 | |
| $4,462,882,442 | 42 | 16 | |
| $3,417,068,970 | 420 | 20 | |
| $3,375,104,696 | 114 | 16 |
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