Keitz Investment Management Ltd.
Keitz Investment Management Ltd. (CRD# 123770) is a financial advisory firm headquartered in , . They manage $11,100,000 in 55 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Keitz Investment Management Ltd.
By the Numbers
-
Total Assets Under Management11MILLION
-
Total Number of Accounts55ACCOUNTS
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Average Account Value$201,818
Compensation Options
- A percentage of assets under your management
- Hourly charges
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
PA
Financial Advisors at Keitz Investment Management Ltd.
1
Michael Keitz (CRD# 2253807) is an Investment Advisor Representative working at Keitz Investment Management Ltd. in Jenkintown, PA and has over 31 years of experience in the finance industry.
2
Neal Keitz (CRD# 4602558) is an Investment Advisor Representative working at Keitz Investment Management Ltd. in Jenkintown, PA and has 1 year of experience in the finance industry.
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