Walter & Keenan Finanical Consulting Co

Walter & Keenan Finanical Consulting Co (CRD# 104838) is a financial advisory firm headquartered in South Bend, IN. They manage $314,984,817 in 174 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    315
    MILLION
  • Total Number of Accounts
    174
    ACCOUNTS
  • Average Account Value
    $1,810,258
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
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.

IN, MI

Financial Advisors at Walter & Keenan Finanical Consulting Co
Showing 1 - 2 of 2 top financial advisors.
1
Charles M. Crabill
CRD#: 1612437
211 West Washington Ave, Suite 2400, South Bend, IN 46601
93
Wealthminder
score

Charles Crabill (CRD# 1612437) is an Investment Advisor Representative working at Walter & Keenan Finanical Consulting Co in South Bend, IN and has over 19 years of experience in the finance industry.

2
James F. Keenan
CRD#: 4362185
423 Sycamore Street Suite 101, Niles, MI 49120
87
Wealthminder
score

James Keenan (CRD# 4362185) is an Investment Advisor Representative working at Walter & Keenan Finanical Consulting Co in Niles, MI and has 1 year of experience in the finance industry.

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