Keitz Investment Management Ltd.

Keitz Investment Management Ltd. (CRD# 123770) is a financial advisory firm headquartered in , . They manage $11,100,000 in 55 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details

By the Numbers

Total Assets Under Management

11

MILLION
Total Number of Accounts

55

ACCOUNTS
Average Account Value

$201,818

Compensation Options

A percentage of assets under your management
Hourly charges

Advisory Services Offered

Portfolio management for individuals and/or small businesses
Portfolio management for businesses (other than small businesses) or institutional clients
Other

Types of Clients

Registered States

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

Financial Advisors at Keitz Investment Management Ltd.

Showing 1 - 2 of 2 top financial advisors.

Michael L. Keitz

CRD#: 2253807

100 West Ave, Suite 100, Beaver Hill South, Jenkintown, PA 19046

Michael Keitz (CRD# 2253807) is an Investment Advisor Representative working at Keitz Investment Management Ltd. in Jenkintown, PA and has over 31 years of experience in the finance industry.

Neal H. Keitz

CRD#: 4602558

100 West Ave, Suite 100, Beaver Hill South, Jenkintown, PA 19046

Neal Keitz (CRD# 4602558) is an Investment Advisor Representative working at Keitz Investment Management Ltd. in Jenkintown, PA and has 1 year 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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