KEELER THOMAS MANAGEMENT LLC

1327 South 800 East
Orem, Utah 84097
Tel: 801-226-0800

About KEELER THOMAS MANAGEMENT LLC

KEELER THOMAS MANAGEMENT LLC, formally registered with the SEC as KEELER THOMAS MANAGEMENT LLC. The firm was established in 06/15/2015. They have over 1 offices throughout the country.

KEELER THOMAS MANAGEMENT LLC is a Orem, Utah based Financial Planning firm with nearly $379,274,089 assets under management, offering retirement planning & investment advisory services to 839 clients. The firm is staffed with 13 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	109522
SEC#	801-100354
Assets Managed by Firm	$379,274,089
No. of Clients	839
No. of Advisors	13

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Commission Based

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Other (1) WEALTH MANAGEMENT 2) PORTFOLIO MONITORING AND REVIEW)

Firm Client Information

	No. of Clients	AUM
Firm Total	839	$379,274,089
Individuals (other than high net worth individuals)	222	$102,592,899
High net worth individuals	73	$276,681,190

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