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).

By the Numbers
  • Total Assets Under Management
    36
    MILLION
  • Total Number of Accounts
    36
    ACCOUNTS
  • Average Account Value
    $986,260
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CO, NJ, PA

Financial Advisors at Keen Capital, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Thomas J. Jennings
CRD#: 2800974
2830 Ranch Reserve Lane, Westminster, CO 80234
96
Wealthminder
score

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.

2
Jerry J. McDonnell
CRD#: 2326191
Furlong, PA
93
Wealthminder
score

Jerry McDonnell (CRD# 2326191) is an Investment Advisor Representative working at Keen Capital, LLC in Furlong, PA and has over 24 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.