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
Henry Cowan (CRD# 7684563) is an Investment Advisor Representative working at Keel Point, LLC in Huntsville, AL and has 1 year of experience in the finance industry.
Aaron Eppard (CRD# 6653613) is an Investment Advisor Representative working at Keel Point, LLC in Vienna, VA and has 1 year of experience in the finance industry.
Matthew Kerr (CRD# 6626404) is an Investment Advisor Representative working at Keel Point, LLC in Chattanooga, TN and has over 4 years of experience in the finance industry.
Vanessa Kraus (CRD# 6722333) is an Investment Advisor Representative working at Keel Point, LLC in Huntsville, AL and has over 4 years of experience in the finance industry.
Matthew Martindale (CRD# 7449629) is an Investment Advisor Representative working at Keel Point, LLC in Arnold, MD and has over 3 years of experience in the finance industry.
Brianna Parker (CRD# 7782039) is an Investment Advisor Representative working at Keel Point, LLC in Huntsville, AL and has 1 year of experience in the finance industry.
Michael Stanley (CRD# 7387473) is an Investment Advisor Representative working at Keel Point, LLC in Huntsville, AL and has over 2 years of experience in the finance industry.
Marissa Taylor (CRD# 5744348) is an Investment Advisor Representative working at Keel Point, LLC in Huntsville, AL and has over 9 years of experience in the finance industry.
Blake Waggoner (CRD# 7251672) is an Investment Advisor Representative working at Keel Point, LLC in Huntsville, AL and has over 2 years of experience in the finance industry.