Keen Capital, LLC
Keen Capital, LLC (CRD# 283597) is a financial advisory firm headquartered in Doylestown, PA. They manage $35,505,347 in 36 accounts and serve the financial needs of clients across 3 states (or territories).
Total Assets Under Management36MILLION
Total Number of Accounts36ACCOUNTS
Average Account Value$986,260
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CO, NJ, PA
Thomas Jennings (CRD# 2800974) is an Investment Advisor Representative working at Keen Capital, LLC in Westminster, CO and has over 21 years of experience in the finance industry. Thomas Jennings has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Jerry McDonnell (CRD# 2326191) is an Investment Advisor Representative working at Keen Capital, LLC in Furlong, PA and has over 23 years of experience in the finance industry.