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KELLER WEALTH ADVISORS
101 South Main St. Suite 300
Victoria, Texas 77901-8142
Tel: 361-573-4383
About KELLER WEALTH ADVISORS
KELLER WEALTH ADVISORS, formally registered with the SEC as KELLER WEALTH ADVISORS. The firm was established in 02/06/1998. They have over 1 offices throughout the country.
KELLER WEALTH ADVISORS is a Victoria, Texas based Financial Planning firm with nearly $703,894,012 assets under management, offering retirement planning & investment advisory services to 1246 clients. The firm is staffed with 12 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 111610 |
| SEC# | 801-55234 |
| Assets Managed by Firm | $703,894,012 |
| No. of Clients | 1246 |
| No. of Advisors | 12 |
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
- Pesnsion consulting services
- Publication of periodicals and newsletters
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1246 | $703,894,012 |
| Individuals (other than high net worth individuals) | 373 | $107,130,535 |
| High net worth individuals | 131 | $577,021,672 |
| Pension and profit sharing plans | 5 | $5,899,139 |
| Charitable organizations | 5 | $13,842,666 |
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|---|---|---|---|
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