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
Amanda Ahmed (CRD# 6325639) is an Investment Advisor Representative working at Keel Point, LLC in Vienna, VA and has over 9 years of experience in the finance industry.
Anthony Benson (CRD# 5523577) is an Investment Advisor Representative working at Keel Point, LLC in Vienna, VA and has over 6 years of experience in the finance industry.
Leroy Bizzell (CRD# 4057535) is an Investment Advisor Representative working at Keel Point, LLC in Brentwood, TN and has over 24 years of experience in the finance industry.
Beverly Brackins (CRD# 6459371) is an Investment Advisor Representative working at Keel Point, LLC in Brentwood, TN and has over 9 years of experience in the finance industry.
Tucker Braddock (CRD# 2974768) is an Investment Advisor Representative working at Keel Point, LLC in Vienna, VA and has over 25 years of experience in the finance industry.
Robert Burleson (CRD# 2581973) is an Investment Advisor Representative working at Keel Point, LLC in Greenville, NC and has over 29 years of experience in the finance industry.
Andrew Chapman (CRD# 5942667) is an Investment Advisor Representative working at Keel Point, LLC in Huntsville, AL and has over 12 years of experience in the finance industry.
John Christensen (CRD# 5524809) is an Investment Advisor Representative working at Keel Point, LLC in Huntsville, AL and has over 12 years of experience in the finance industry.
Brian Copeland (CRD# 4772516) is an Investment Advisor Representative working at Keel Point, LLC in Huntsville, AL and has over 20 years of experience in the finance industry.
Jonathan Crawford (CRD# 5091911) is an Investment Advisor Representative working at Keel Point, LLC in Huntsville, AL and has over 17 years of experience in the finance industry.