Keeler Thomas Management LLC
Keeler Thomas Management LLC (CRD# 109522) is a financial advisory firm headquartered in Orem, UT. They manage $338,369,118 in 824 accounts and serve the financial needs of clients across 4 states (or territories).
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Total Assets Under Management338MILLION
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Total Number of Accounts824ACCOUNTS
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Average Account Value$410,642
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AZ, CA, CO, UT
Adam Jones (CRD# 5485098) is an Investment Advisor Representative working at Keeler Thomas Management LLC in Orem, UT and has over 14 years of experience in the finance industry.
Richard Jones (CRD# 1047598) is an Investment Advisor Representative working at Keeler Thomas Management LLC in Orem, UT and has over 42 years of experience in the finance industry.
John Unice (CRD# 868350) is an Investment Advisor Representative working at Keeler Thomas Management LLC in Orem, UT and has over 26 years of experience in the finance industry.
Logan Cawley (CRD# 7806880) is an Investment Advisor Representative working at Keeler Thomas Management LLC in Orem, UT and has 1 year of experience in the finance industry.
Joshua Coombs (CRD# 7675279) is an Investment Advisor Representative working at Keeler Thomas Management LLC in Orem, UT and has 1 year of experience in the finance industry.
Kaige Korth (CRD# 7634833) is an Investment Advisor Representative working at Keeler Thomas Management LLC in Orem, UT and has 1 year of experience in the finance industry.