Keitz Investment Management Ltd.
Firm details
- Headquarters
- Ambler, Pennsylvania
- CRD number
- 123770
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI70%
- Individuals26.88%
- Charitable Organizations3.13%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Keitz Investment Management Ltd. is an independent, privately owned registered investment adviser organized as a corporation. The firm advises both individual and family clients as well as institutional and business accounts, providing portfolio management services for individuals/small businesses and for businesses or institutions. Its fee model combines a percentage of assets under management with the option for hourly charges. The firm is not identified as an active ESG investor, does not operate as a multi-state adviser, and is not a capital allocator. An accounting affiliation is reported in the firm's activities.
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
- Exchange Traded Equities70%
- Investment Grade Corp Bonds15%
- Cash & Cash Equivalents10%
- US Government Bonds5%
Contacts
2 of 2
Neal Keitz
FounderCRD 4602558

Michael Keitz
Founder and PrincipalCRD 2253807
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Ambler, PA
Montgomery
Location
Ambler, PA
Headquartered in Ambler, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- Montgomery
- Address
- 1126 Horsham Rd
- Time zone
- ET (UTC-5)
- Office locations
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