Keidan Financial Consultants LLC

RIASEC RegisteredEst. 1999

Total AUM

$575M

Discretionary

$544M

95% of AUM

Avg account

$1.1M

Accounts

547

Employees

Advisory reps

Firm details

Headquarters: Columbus, Ohio
CRD number: 108093
Registered since: November 29, 1999
Website: www.keidanfinancial.com
Custodians: PERSHING LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Commissions
Client types: HNWI96.14%
Individuals2.8%
Pension & Profit Sharing Plans1.06%
Services: Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Keidan Financial Consultants LLC is an independent, SEC-registered advisory firm organized as an LLC and operating since 1999. The firm is owned by an individual and serves primarily individual and family clients. Its advisory services emphasize financial planning, portfolio management for individuals and small businesses, and pension consulting. In addition to advisory work, the firm’s business activities include acting as a registered representative of a broker-dealer and serving as an insurance broker. Fee arrangements are mixed: the firm charges a percentage of assets under management and also uses hourly and fixed fees, along with commission-based compensation where applicable. Keidan does not identify as an active ESG investor and is not classified as a multi-state adviser or a capital allocator.