WALTER KEENAN WEALTH MANAGEMENT

RIASEC RegisteredEst. 1984

Total AUM

$983M

Discretionary

$836M

85% of AUM

Avg account

$2.1M

Accounts

479

Employees

Advisory reps

Firm details

Headquarters: SOUTH BEND, Indiana
CRD number: 104838
Registered since: October 19, 1984
Website: www.walterandkeenan.com
Custodians: CHARLES SCHWAB & CO., INC., THE BANK OF NEW YORK MELLON
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI62.07%
Charitable Organizations26.71%
Corporations / Businesses9.46%
Individuals1.76%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Walter Keenan Wealth Management is an independent registered investment advisor organized as an LLC and on the SEC register since 1984. The firm acts as a capital allocator for both individuals and families as well as institutional clients, offering financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and selection of other advisers. Its fee arrangements include a percentage of assets under management alongside hourly and fixed-fee engagements. The firm does not identify as an active ESG investor and is not reported as a multistate or pension consultant adviser. It operates under a domestic ownership structure with individual ownership elements and characterizes itself as an independent RIA rather than being affiliated with a larger broker-dealer or related adviser network.