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KEENE & DORCHAK
1701 River Run
Suite 1012
Fort Worth, Texas 76107
Tel: 817-336-4500
About KEENE & DORCHAK
KEENE & DORCHAK, formally registered with the SEC as KEENE & DORCHAK. The firm was established in 09/19/1994. They have over 2 offices throughout the country.
KEENE & DORCHAK is a Fort Worth, Texas based Financial Planning firm with nearly $173,395,761 assets under management, offering retirement planning & investment advisory services to 317 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 107961 |
| SEC# | 801-47662 |
| Assets Managed by Firm | $173,395,761 |
| No. of Clients | 317 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 317 | $173,395,761 |
| Individuals (other than high net worth individuals) | 112 | $35,831,348 |
| High net worth individuals | 38 | $124,093,566 |
| Charitable organizations | Fewer than 5 clients | $10,292,507 |
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