Keel Point, LLC
Keel Point, LLC (CRD# 127902) is a financial advisory firm headquartered in Huntsville, AL. They manage $2,940,456,131 in 5,548 accounts and serve the financial needs of clients across 40 states (or territories).
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Total Assets Under Management2,940MILLION
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Total Number of Accounts5,548ACCOUNTS
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Average Account Value$530,003
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Other
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IL, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NY, OH, OK, OR, PA, SC, SD, TN, TX, VA, WA, WI, WV
Timothy Doozan (CRD# 5629821) is an Investment Advisor Representative working at Keel Point, LLC in Lyman, SC and has over 15 years of experience in the finance industry.
Jonathan Edwards (CRD# 2074893) is an Investment Advisor Representative working at Keel Point, LLC in Milford, NH and has over 33 years of experience in the finance industry.
Kyle Findlay (CRD# 4888560) is an Investment Advisor Representative working at Keel Point, LLC in Huntsville, AL and has over 17 years of experience in the finance industry.
Jason Landers (CRD# 4568522) is an Investment Advisor Representative working at Keel Point, LLC in Huntsville, AL and has over 21 years of experience in the finance industry.
David Little (CRD# 5061838) is an Investment Advisor Representative working at Keel Point, LLC in Huntsville, AL and has over 18 years of experience in the finance industry.
Robert Mayes (CRD# 719831) is an Investment Advisor Representative working at Keel Point, LLC in Huntsville, AL and has over 43 years of experience in the finance industry.
Edward Minton (CRD# 4131106) is an Investment Advisor Representative working at Keel Point, LLC in Huntsville, AL and has over 10 years of experience in the finance industry.
Joseph Moore (CRD# 5953357) is an Investment Advisor Representative working at Keel Point, LLC in Vienna, VA and has 1 year of experience in the finance industry.
Thomas O Connor (CRD# 5548224) is an Investment Advisor Representative working at Keel Point, LLC in Huntsville, AL and has over 12 years of experience in the finance industry.
Steven O Leary (CRD# 2550049) is an Investment Advisor Representative working at Keel Point, LLC in Mclean, Virginia, VA and has over 29 years of experience in the finance industry.