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KEEL & LONG FINANCIAL MANAGEMENT, LLC
CRD 292851
2408 CHARLES BLVD, SUITE 4, GREENVILLE, NC, 27858, United States
Phone
(252) 295-0772
Fax
(252) 317-2844
Registration
— (—)
Source
State registered
Total AUM
$75.0M
Discretionary AUM
$75.0M
Team
2 total employees; 0 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 139 | $40.0M |
| High net worth individuals | 22 | $35.0M |
All web addresses on file
Official SEC filing: View on IAPD