Keenan Private Wealth Management

Keenan Private Wealth Management (CRD# 118174) is a financial advisory firm headquartered in New York, NY. They manage $6,900,000 in 11 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
535 5th Avenue, 4th Floor, New York, NY 10017
https://www.keenanpwm.com/
By the Numbers
  • Total Assets Under Management
    7
    MILLION
  • Total Number of Accounts
    11
    ACCOUNTS
  • Average Account Value
    $627,273
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NY

Financial Advisors at Keenan Private Wealth Management
Showing 1 - 1 of 1 top financial advisors.
1
James Keenan, financial advisor New York NY
James E. Keenan
CRD#: 872666
535 5th Ave, 4th Floor, New York, NY 10017

James Keenan (CRD# 872666) is an Investment Advisor Representative working at Keenan Private Wealth Management in New York, NY and has over 39 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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