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KEATS, CONNELLY & ASSOCIATES, INC
CRD 148884 · SEC 801-69866
3336 N. 32ND STREET, SUITE 100, PHOENIX, AZ, 85018, United States
Phone
602-955-5007
Fax
—
Registration
— (—)
Source
State registered
Total AUM
—
Discretionary AUM
—
Team
2 total employees; 1 advisory reps; 15 broker-dealer reps
Clients
11-25
Fees
Hourly charges; Fixed fees; ADVISER REFERRAL FEES
Org form
Corporation
Filing date
2021-12-20
Disciplinary history
No
Services
Financial planningSelection of other advisersEducational seminarsCONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 15 | $0 |
All web addresses on file
Official SEC filing: View on IAPD