Assets Under Management
$148.0M
Number of Clients
726
Number of Advisors
14
Average Client AUM
$204K
AUM per Advisor
$10.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
Keenan Financial provides portfolio management based on client risk profiles, financial planning covering various areas, and tax preparation services. Investment advice is generally limited to insurance products, equities, and fixed income, primarily through ETFs and mutual funds. They act as fiduciaries when providing investment advice regarding retirement accounts.
11 Beacon St, 13th Floor, Boston, MA, 02108