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O'KEEFE STEVENS ADVISORY, INC.
CRD 286338 · SEC 801-109944
CA, United States
Phone
585-340-6538
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$585.6M
Discretionary AUM
$585.6M
Team
8 total employees; 4 advisory reps
Clients
51-100
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-01-12
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 200 | $74.7M |
| High net worth individuals | 157 | $511.0M |
States served
CA, DC, GA, NY, PA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD