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).
-
Total Assets Under Management2,940MILLION
-
Total Number of Accounts5,548ACCOUNTS
-
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
David Parks (CRD# 1963068) is an Investment Advisor Representative working at Keel Point, LLC in Vienna, VA and has over 34 years of experience in the finance industry.
Keith Pendergrast (CRD# 4622193) is an Investment Advisor Representative working at Keel Point, LLC in Huntsville, AL and has over 7 years of experience in the finance industry.
James Perry (CRD# 1189342) is an Investment Advisor Representative working at Keel Point, LLC in Richmond, VA and has over 26 years of experience in the finance industry.
Steven Skancke (CRD# 5327191) is an Investment Advisor Representative working at Keel Point, LLC in Huntsville, AL and has over 15 years of experience in the finance industry.
Gisle Sorli (CRD# 5245039) is an Investment Advisor Representative working at Keel Point, LLC in Fairfax, VA and has over 19 years of experience in the finance industry.
Jacob Stewart (CRD# 5610995) is an Investment Advisor Representative working at Keel Point, LLC in North Billerica, MA and has over 15 years of experience in the finance industry.
Geoffrey Thornett (CRD# 4697516) is an Investment Advisor Representative working at Keel Point, LLC in Vienna, VA and has over 20 years of experience in the finance industry.
Kyle Wegrzyn (CRD# 6782172) is an Investment Advisor Representative working at Keel Point, LLC in Huntsville, AL and has over 6 years of experience in the finance industry.
Lisa Wiseman (CRD# 2654948) is an Investment Advisor Representative working at Keel Point, LLC in Huntsville, AL and has over 25 years of experience in the finance industry.
Cameron Bond (CRD# 6735424) is an Investment Advisor Representative working at Keel Point, LLC in Leawood, KS and has over 5 years of experience in the finance industry.