⚲
|
Keeler & Nadler Financial Planning and Wealth Management LLC
✚
| |
---|---|
CRD # | 173079 |
SEC # | 801-80394 |
CIK # | 0002035883 |
AUM | $409.0 MM (2024-07-19) |
Employees | 10 (70% Investors, 10% Brokers) |
Phone | 614-791-4123 |
Address | 485 Metro Place South Dublin, OH 43017 |
Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
Total AUM ($MM) |
---|
Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
---|---|---|---|
AAPL | 2,382,844.0 | 1.8 | |
MSFT | 1,918,222.4 | 1.1 | |
Holdings by Sector ($MM) |
---|
AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 309 | 114.5 |
(b) Individuals (high net worth individuals) | 109 | 277.8 |
(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 | 6 | 15.6 |
(h) Charitable organizations | 0 | 1.1 |
(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 | 1,446 | 409.0 |
By Discretionary | ||
Discretionary | 1,372 | 374.0 |
Non-Discretionary | 74 | 35.0 |
Total | 1,446 | 409.0 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 409.0 | |
Total | 1,446 | 409.0 |
EDGAR Form | CIK | 2011 - 2024 |
---|---|---|
13F-HR | [0002035883] |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Avaii Wealth Management LLC
✚
|
WI | 0.4 |
Dean Jacobson Financial Services LLC
✚
|
TX | 0.4 |
Compass Financial Management LLC
✚
|
FL | 0.4 |
Zimmermann Investment Management & Planning LLC
✚
|
PA | 0.4 |
Whitener Capital Management Inc
✚
|
NC | 0.4 |
Ashton Thomas Securities LLC
✚
|
NY | 0.4 |
Orin Green Financial LLC
✚
|
CA | 0.4 |
Tri-Ad Capital Management I LLC
✚
|
CA | 0.4 |
25 LLC
✚
|
MO | 0.4 |
Morris Financial Concepts Inc
✚
|
SC | 0.4 |