Keenan Financial
Keenan Financial (CRD# 285673) is a financial advisory firm headquartered in Boston, MA. They manage $102,705,869 in 1,096 accounts and serve the financial needs of clients across 38 states (or territories).
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Total Assets Under Management103MILLION
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Total Number of Accounts1,096ACCOUNTS
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Average Account Value$93,710
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, IL, IN, LA, MA, MD, ME, MI, MN, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV
Matthew Poindexter (CRD# 7425488) is an Investment Advisor Representative working at Keenan Financial in Boston, MA and has over 2 years of experience in the finance industry.
Patrick Recker (CRD# 7792083) is an Investment Advisor Representative working at Keenan Financial in Boston, MA and has 1 year of experience in the finance industry.
Riley Sackett (CRD# 7516549) is an Investment Advisor Representative working at Keenan Financial in Boston, MA and has 1 year of experience in the finance industry.
Caley Surro (CRD# 7724514) is an Investment Advisor Representative working at Keenan Financial in Boston, MA and has 1 year of experience in the finance industry.
Phillip Perry (CRD# 5901846) is an Investment Advisor Representative working at Keenan Financial in Boston, MA and has over 12 years of experience in the finance industry.