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KEITZ INVESTMENT MANAGEMENT LTD.
CRD 123770
1126 HORSHAM ROAD, SUITE 110, AMBLER, PA, 19002, United States
Phone
215-887-5100
Fax
215-887-5307
Registration
— (—)
Source
State registered
Total AUM
$16.0M
Discretionary AUM
$16.0M
Team
2 total employees; 1 advisory reps; 47 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2026-02-27
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)PORTFOLIO AND SECURITY REVIEW
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 42 | $4.3M |
| High net worth individuals | 5 | $11.2M |
| Charitable organizations | 2 | $500K |
Official SEC filing: View on IAPD