KEEN CAPITAL MANAGEMENT

Exempt Reporting AdvisorFINRA MemberEst. 2023
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
SEATTLE, Washington
CRD number
315078
Registered since
March 29, 2023

Firm profile

FINTRX

Overview

Keen Capital Management is organized as a limited liability company and is SEC-registered (registration year 2023). Ownership is held by an individual. Public records indicate the firm is not designated as a capital allocator, is not flagged as an active ESG investor, and does not report multi-state advisory activity or pension consulting. Several standard fields (client base, fee structure, and advisory activities) are not disclosed in the available data.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • ANDY SACK

    Founder & Managing PartnerCRD 6050212

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

SEATTLE, WA

KING

Location

SEATTLE, WA

Headquartered in SEATTLE, WA, anchoring the Seattle-Tacoma, WA metro in the West.

Metro area
Seattle-Tacoma, WA
Region
West
County
KING
Address
5129 NE 41st St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth