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Keeney Financial Group Inc.
Columbia, Maryland
3.7
3 Reviews
Keeney Financial Group Inc., headquartered in Columbia, MD, is a reputable local investment advisory firm with a track record of providing comprehensive financial services. With a total of 10 dedicated employees, including 6 skilled investment advisors, Keeney Financial Group Inc. boasts an impressive average of $35,490,000 in assets under management per investment advisor.
The firm's compensation structure is diverse, encompassing various models such as a percentage of assets under management and fixed fees. Catering primarily to high net worth individuals, Keeney Financial Group Inc. manages a substantial portfolio of over 230 ...see more
Assets Under Mgmt
$385.6M
Investment Professionals
6
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Fixed Fees
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Other Business Activities
- Registered representative of a broker-dealer
- Insurance broker or agent
Reviews for Keeney Financial Group Inc.
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