← Back to searchVisit website
KEENAN PRIVATE WEALTH MANAGEMENT
KEENAN INVESTMENT MANAGEMENT, INC.
CRD 118174
535 5TH AVENUE, 4TH FLOOR, NEW YORK, NY, 10017, United States
Phone
646-274-1266
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$8.5M
Discretionary AUM
$8.5M
Team
2 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees; % OF ASSETS MONITORED
Org form
Corporation
Filing date
2026-03-19
Disciplinary history
No
Services
Financial planningSelection of other advisersTHIRD-PARTY MANAGER MONITORING; INVESTMENT CONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 5 | $1.5M |
| High net worth individuals | 3 | $6.9M |
All web addresses on file
Official SEC filing: View on IAPD