Keepsake Management Inc.

Keepsake Management Inc. (CRD# 129359) is a financial advisory firm headquartered in Lexington, KY. They manage $14,258,203 in 60 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    14
    MILLION
  • Total Number of Accounts
    60
    ACCOUNTS
  • Average Account Value
    $237,637
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Other
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.

KY

Financial Advisors at Keepsake Management Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Christopher L. Chamberlain
CRD#: 2483900
Lexington, KY
93
Wealthminder
score

Christopher Chamberlain (CRD# 2483900) is an Investment Advisor Representative working at Keepsake Management Inc. in Lexington, KY and has over 22 years of experience in the finance industry.

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