KEENAN FINANCIAL
Firm details
- Headquarters
- BOSTON, Massachusetts
- CRD number
- 285673
- Registered since
- November 2, 2023
- Website
- www.keenanfinancial.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals60.29%
- HNWI39.71%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Keenan Financial is an independent registered investment adviser formed as a limited liability company and registered with the SEC in 2023. The firm is individually owned and focuses on serving individuals and families. Its client-facing services center on financial planning and discretionary portfolio management for individuals, small businesses, and other business or institutional clients. Fee arrangements include both a percentage of assets under management and fixed fees. Keenan Financial reports relationships with accountants and an insurance company as industry affiliations and does not identify itself as an active ESG investor or a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds84%
- Cash & Cash Equivalents11%
- Exchange Traded Equities4%
- Investment Grade Corp Bonds1%
Contacts
3 of 22Alexander Adourian
Financial AdvisorCRD 8182216
Ethan Bester
Financial AdvisorCRD 8186130
William Whitcher
Financial AdvisorCRD 8182234
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 30Active vs passive
$123M in ETFs
54%
$67M
46%
$56.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $16.5M | 25,077 | 13.36% |
Location
BOSTON, MA
SUFFOLK
Location
BOSTON, MA
Headquartered in BOSTON, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- SUFFOLK
- Address
- 7 Bulfinch Pl
- Time zone
- ET (UTC-5)
- Office locations
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