Keenan Financial

RIASEC Registered
Total AUM
$202M
Discretionary
$202M
100% of AUM
Avg account
$105K
Accounts
1,924
Employees
27
Advisory reps
19

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

FINTRX

Overview

Keenan Financial LLC is an independent, individual-owned registered investment adviser; it registered with the SEC in 2023. The firm serves individual and family clients and provides financial planning plus portfolio management for individuals, small businesses, and business or institutional clients. Its engagement model is fee-based, using both a percentage-of-AUM schedule and fixed fees. Keenan Financial does not identify as an active ESG investor and is not positioned as a capital allocator to private fund managers. Its industry relationships include ties to accounting and insurance firms, which likely support tax and risk-transfer needs for clients.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

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

Asset composition

Asset composition: Public Funds/Mutual Funds 84%, Cash & Cash Equivalents 11%, Exchange Traded Equities 4%, Investment Grade Corp Bonds 1%84%
  • Public Funds/Mutual Funds84%
  • Cash & Cash Equivalents11%
  • Exchange Traded Equities4%
  • Investment Grade Corp Bonds1%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 32

Active vs passive

$152M in ETFs

Passive

49%

$74.4M

Active

51%

$77.4M

ETFProviderStyleCategoryValueShares% of portfolio
FIDELITY BLUE CHIP GROWTH ETF (FBCG)FidelityActiveLarge Growth$27.3M431,82117.98%
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Location

Primary office

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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