Okeefe & Associates, P.C.

Overview

Okeefe & Associates, P.C. is an independent registered investment adviser operating as a corporation with an individual owner. The firm combines accounting services with advisory work, focusing on portfolio management for individuals and small businesses. Its client base is primarily individual and family clients, and the adviser charges both a percentage of assets under management and hourly fees. The practice appears to manage client relationships on a non-discretionary basis and is not positioned as a capital allocator or a multi-state adviser. The firm does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives