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OKEEFE & ASSOCIATES, P.C.
CRD 123905
15900 S. WOLF ROAD SUITE 203, ORLAND PARK, IL, 60467, United States
Phone
708-460-4647
Fax
708-460-7596
Registration
— (—)
Source
State registered
Total AUM
$64.7M
Discretionary AUM
$0
Team
1 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2026-03-13
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 28 | $10.2M |
| High net worth individuals | 14 | $54.5M |
Official SEC filing: View on IAPD