Keating Investment Counselors Inc.
Keating Investment Counselors Inc. (CRD# 110134) is a financial advisory firm headquartered in Delray Beach, FL. They manage $357,465,411 in 357 accounts and serve the financial needs of clients across 10 states (or territories).
Current Firm Details
Keating Investment Counselors Inc.
By the Numbers
-
Total Assets Under Management357MILLION
-
Total Number of Accounts357ACCOUNTS
-
Average Account Value$1,001,304
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 investment companies (as well as "business development companies")
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, CO, FL, IL, LA, NC, NE, NH, NY, TX
Financial Advisors at Keating Investment Counselors Inc.
1
Pablo Cavanagh (CRD# 6445920) is an Investment Advisor Representative working at Keating Investment Counselors Inc. in Delray Beach, FL and has over 9 years of experience in the finance industry.
2
Richard Keating (CRD# 5384932) is an Investment Advisor Representative working at Keating Investment Counselors Inc. in Delray Beach, FL and has over 16 years of experience in the finance industry.
3
Ursula Auger (CRD# 4006888) is an Investment Advisor Representative working at Keating Investment Counselors Inc. in Delray Beach, FL and has over 21 years of experience in the finance industry. Ursula Auger 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 putclients' interests first and comply with the Financial Planning Practice Standards.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.