Keel Wealth Management, LLC
Keel Wealth Management, LLC (CRD# 285682) is a financial advisory firm headquartered in , . They manage $449,000,000 in 95 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Keel Wealth Management, LLC
By the Numbers
-
Total Assets Under Management449MILLION
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Total Number of Accounts95ACCOUNTS
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Average Account Value$4,726,316
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
TX
Financial Advisors at Keel Wealth Management, LLC
1
Scott Zodin (CRD# 1790609) is an Investment Advisor Representative working at Keel Wealth Management, LLC in Austin, TX and has over 36 years of experience in the finance industry.
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