KEENAN PRIVATE WEALTH MANAGEMENT

Overview

Keenan Private Wealth Management is an independent registered investment advisor operating as a corporation and owned by an individual. The firm focuses on serving individuals and families, providing financial planning and the selection of other advisers. It functions as a capital allocator, outsourcing manager relationships when appropriate. Fee arrangements include a percentage of assets under management alongside hourly and fixed-fee options (and other fee structures). The adviser does not identify as an active ESG investor and is not flagged as a multi-state or newly formed adviser; it does not serve as a pension consultant or a related adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives