Keep Safe Investments, LLC

Keep Safe Investments, LLC (CRD# 167247) is a financial advisory firm headquartered in , . They manage $18,200,000 in 108 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    18
    MILLION
  • Total Number of Accounts
    108
    ACCOUNTS
  • Average Account Value
    $168,519
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

NJ, PA

Financial Advisors at Keep Safe Investments, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Kristi M. Berge
CRD#: 5009693
Easton, PA
90
Wealthminder
score

Kristi Berge (CRD# 5009693) is an Investment Advisor Representative working at Keep Safe Investments, LLC in Easton, PA and has over 4 years of experience in the finance industry.

2
Amanda L. Fink
CRD#: 6122308
Easton, PA
90
Wealthminder
score

Amanda Fink (CRD# 6122308) is an Investment Advisor Representative working at Keep Safe Investments, LLC in Easton, PA and has over 4 years of experience in the finance industry.

3
Carin Johnson
CRD#: 6475107
Easton, PA
87
Wealthminder
score

Carin Johnson (CRD# 6475107) is an Investment Advisor Representative working at Keep Safe Investments, LLC in Easton, PA and has 1 year of experience in the finance industry.

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