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BLUE KEEL FINANCIAL PLANNING

BLUE KEEL FINANCIAL PLANNING, LLC

CRD 173006

Visit website

8 WRIGHT STREET, SUITE 100, WESTPORT, CT, 06880, United States

Phone

(203) 557-8272

Fax

—

Registration

— (—)

Source

State registered

Total AUM

$13.4M

Discretionary AUM

$13.4M

Team

1 total employees; 1 advisory reps; 5 broker-dealer reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-03

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Educational seminars

Client types

TypeClientsAUM
Individuals18$9.7M

All web addresses on file

Official SEC filing: View on IAPD