Keyhouse Analytics Inc.
Firm details
- Headquarters
- ,
- CRD number
- 292203
- Registered since
- April 12, 2018
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI90.41%
- Individuals9.59%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Keyhouse Analytics Inc. is a small, fee-based registered investment adviser that provides discretionary portfolio management primarily to individual and family clients, with services extending to small businesses. The firm charges a percentage-of-AUM fee and concentrates its investment activity on equity exposures, favoring non-exchange traded equity positions. It operates as a single-state adviser and does not position itself as an ESG investor. Advisory activity centers on managing portfolios on a discretionary basis rather than providing pension consulting or expanded multi-state advisory programs.
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
- Non-Exchange Traded Equities92%
- Public Funds/Mutual Funds6%
- Exchange Traded Equities2%
Owners & executives
1 of 1Kip Schoonover
President And CEOCRD 2172285
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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