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| Keeler & Nadler Financial Planning and Wealth Management LLC
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|---|---|
| CRD # | 173079 |
| SEC # | 801-80394 |
| CIK # | |
| AUM | $337.2 MM (2023-02-09) |
| Employees | 10 (80% Investors, 30% Brokers) |
| Phone | 614-791-4123 |
| Address | 485 Metro Place South Dublin, OH 43017 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 304 | 92.3 |
| (b) Individuals (high net worth individuals) | 96 | 233.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 5 | 11.8 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,307 | 337.2 |
| By Discretionary | ||
| Discretionary | 1,206 | 266.2 |
| Non-Discretionary | 101 | 71.0 |
| Total | 1,307 | 337.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 337.2 | |
| Total | 1,307 | 337.2 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
RMG Wealth Management LLC
✚
|
WI | 0.3 |
|
The Oak Ridge Financial Services Group Inc
✚
|
MN | 0.3 |
|
V-Square Quantitative Management LLC
✚
|
IL | 0.3 |
|
Wealthvalues LLC
✚
|
CA | 0.3 |
|
COWA LLC
✚
|
OK | 0.3 |
|
Symmetry Capital Advisors LLC
✚
|
TX | 0.3 |
|
Nova R Wealth Inc
✚
|
KS | 0.3 |
|
Objectivity Squared LLC
✚
|
SC | 0.3 |
|
Hayek Kallen Investment Management LLC
✚
|
AL | 0.3 |
|
Green Alpha Advisors LLC
✚
|
CO | 0.3 |